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.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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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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2121 PALOMAR AIRPORT RD STE 160, CARLSBAD, CA 92011
View Map
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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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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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