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VISTICA WEALTH ADVISORS, LLC

EIN 20-3805621-investment management-Latest filing 2025
Plans
1
Retirement
1
$545K assets
Welfare
0
Participants
3
2121 PALOMAR AIRPORT RD., SUITE 160 - CARLSBAD, CA 92011760-854-4003visticawa.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$545K - 3 part

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Retirement#001

VISTICA WEALTH ADVISORS, LLC 401(K) PLAN

401k

Assets$545K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VISTICA WEALTH ADVISORS, LLC 401(K) PLAN401k$545K32025
Retirement plans
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