Vista Point Asset Management LLC: applying for SEC registration, Irvine, CA
Vista Point Asset Management LLC (Irvine, California): applying for SEC registration, Irvine, CA. Dated 134 days ago, it serves as a historical benchmark. Score 35/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 8 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Vista Point Asset Management LLC |
| Legal name | Vista Point Asset Management LLC |
| CRD | 341810 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-06-23 |
| Latest Form ADV filing | 2026-06-10 |
| Location | Irvine, CA, United States |
| Employees | 6 |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-23
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Vista Point Asset Management LLC and 148 California peers
- California NewRiaPulse records like this one: 148
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
35 / 100 Score
- Still in the approval window: vendors not yet chosen.
What is the NewRiaPulse record for Vista Point Asset Management LLC in Irvine, California?
Vista Point Asset Management LLC applied for SEC registration as an investment adviser (2026-06-23), based in Irvine, CA.
How does Vista Point Asset Management LLC compare to other California NewRiaPulse records?
It is 134 days old; check the official source for later updates before acting. Its Score of 35/100 is modest; treat it as background rather than a priority.
Vista Point Asset Management LLC vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Vista Point Asset Management LLC | Irvine, CA | 2026-06-23 |
| Wells Capital Advisors LLC | Las Vegas, NV | 2026-10-01 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Everoak Wealth Co | Colorado Springs, CO | 2026-10-01 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.