Wealth Manager
    SEC Registered
    Manages Private Funds

    Vista Investment Partners LLC

    Registered investment advisor · Oklahoma City, Oklahoma · CRD #286014

    Assets Under Management
    $611M
    Client Accounts
    1,610
    Employees
    9
    CRD Number
    286014
    Registration
    SEC Registered
    Custodian
    Raymond James & Associates, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Vista Investment Partners LLC

    Vista Investment Partners LLC, established in 2016, offers investment advisory services, including financial planning and portfolio management. The firm is registered with the U.S. Securities and Exchange Commission. It serves individuals, pension plans, and corporations.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Vista Investment Partners LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Vista Investment Partners LLC's AUM?

    Vista Investment Partners LLC reports approximately $611M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Vista Investment Partners LLC headquartered?

    Vista Investment Partners LLC is headquartered in Oklahoma City, Oklahoma.

    What is Vista Investment Partners LLC's CRD number?

    Vista Investment Partners LLC's CRD number is 286014. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Vista Investment Partners LLC manage?

    Vista Investment Partners LLC manages approximately 1,610 client accounts according to its latest SEC filing.

    Is Vista Investment Partners LLC SEC registered?

    Yes, Vista Investment Partners LLC is registered with the SEC as an investment adviser with an approved registration status.

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