Vistica Wealth Advisors, LLC

Carlsbad, CA

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.

Overview

Registered In

Mississippi

Incorporation Date

04/27/2023

Company Type

Limited Liability Company

Status

Good Standing

Registration Type

Foreign

Foreign Jurisdiction

California

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People

Allen Regan Registered Agent	128 REYNOLDS CIR, OCEAN SPRINGS, MS 39564
Jeff Vistica Manager	2121 PALOMAR AIRPORT RD STE 160, CARLSBAD, CA 92011

Map & Locations

2121 PALOMAR AIRPORT RD STE 160, CARLSBAD, CA 92011 View Map

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:

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