Data / Investment advisers / California / Vista Point Asset Management LLC
Vista Point Asset Management LLC, Irvine, CA: $211 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Vista Point Asset Management LLC is an SEC registered investment adviser with its main office in Irvine, California and reports $211 million in regulatory assets under management in its Form ADV filed October 21, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 341810
- SEC file number
- 801-136414
- SEC status
- Approved, effective June 23, 2026
- Main office
- 1920 Main Street, Suite 200, Irvine, CA 92614
- Phone
- (949) 333-5399
- Regulatory AUM
- $211,400,000 in the Form ADV filed October 21, 2026
- Non discretionary AUM
- $211,400,000
- Accounts
- 1
- Employees
- 6, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, other Item 11 matters, civil court actions
- Latest Form ADV filing
- October 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $211.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| November 2, 2026 | $211.4 million | October 21, 2026 |
| July 1, 2026 | Not listed | June 10, 2026 |
Other advisers in Irvine
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Capital CS Group, LLC | Irvine | $227.3 million | Not listed | adviserinfo.sec.gov |
| Sun Group Wealth Partners LLC | Irvine | $224.5 million | Not listed | adviserinfo.sec.gov |
| Wealth Teams Alliance | Irvine | $223.9 million | Not listed | adviserinfo.sec.gov |
| Optimize Financial Inc. | Irvine | $221.7 million | Not listed | adviserinfo.sec.gov |
| Marrick Wealth | Irvine | $215.6 million | Not listed | adviserinfo.sec.gov |
| Filigree Wealth Advisors, LLC | Irvine | $209.1 million | Not listed | adviserinfo.sec.gov |
| Clearview Wealth Management | Irvine | $178.5 million | Not listed | adviserinfo.sec.gov |
| Shima Capital Management LLC | Irvine | $164.6 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Irvine, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Vista Point Asset Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.