Vistica Wealth Advisors, LLC

Mississippi
Registered In
04/27/2023
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Vistica Wealth Advisors, LLC at 2121 Palomar Airport Rd STE 160, Carlsbad, Ca 92011 lists Jeff Vistica of Carlsbad, CA as the associate.

Registered In
Mississippi
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Limited Liability Company
Status
Good Standing
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SEC | EDGAR Trellis.Law Recent News
Allen Regan Registered Agent
128 REYNOLDS CIR, OCEAN SPRINGS, MS 39564
Jeff Vistica Manager
2121 PALOMAR AIRPORT RD STE 160, CARLSBAD, CA 92011
2121 PALOMAR AIRPORT RD STE 160, CARLSBAD, CA 92011 View Map

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:

Mississippi Secretary of State U.S. Department of Labor U.S. Small Business Administration
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