Vistica Wealth Advisors, LLC
California
Registered In
10/25/2005
Incorp. Date
Company Summary
Vistica Wealth Advisors, LLC at 2121 Palomar Airport Rd STE 160, Carlsbad, Ca 92011 lists Jeffery F Vistica of Carlsbad, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Jeffrey F. Vistica
Individual Agent
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2121 PALOMAR AIRPORT RD STE 160, CARLSBAD, CA 92011
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Jeffery F Vistica
CEO
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2121 PALOMAR AIRPORT RD, CARLSBAD, CA 92011
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Jeffery F Vistica
Manager
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2121 PALOMAR AIRPORT RD, CARLSBAD, CA 92011
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Showing current associates only (3 of 8 total associates). Create a free account to see the full associate history
Map & Locations
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2121 PALOMAR AIRPORT RD STE 160, CARLSBAD, CA 92011
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Vistica Wealth Advisors, LLC
Form 5500
VISTICA WEALTH ADVISORS, LLC
2121 Palomar Airport Rd., Suite 160, Carlsbad, Ca 92011 (760) 854-4003 EIN:20-3805621 Plan Admin:Jeffrey F. Vistica| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameVISTICA WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$154,597 / $177,603 | 2022 | VISTICA WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001 | 2 / 2 | $154,597 / $177,603 |
| 2021 | Plan NameVISTICA WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY1 / 2 Assets BOY/EOY$0 / $154,597 | 2021 | VISTICA WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001 | 1 / 2 | $0 / $154,597 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
VISTICA WEALTH ADVISORS, LLC
2121 PALOMAR AIRPORT RD Suite 160, CARLSBAD, CA 92011-1489| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$23,700 Forgiven$0 LenderHomeStreet Bank Jobs1 | 04/28/2020 | $23,700 | $0 | HomeStreet Bank | 1 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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