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Private Wealth Daily
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The Lean 100 · 2026 edition
No.14
Vistica Wealth Advisors logo

Vistica Wealth Advisors

Carlsbad, CA · Firm website

151%AUM growth, 2024 to 2026
$260MAUM in the 2026 filing
63%client growth
5people at the firm

AUM by filing

$119M2023
$103M2024
$132M2025
$260M2026

Clients by filing

702023
752024
752025
1222026

Key people

  • Jeff VisticaManaging PrincipalOwner · 16 years at the firm
    in
  • Christine SkoczekFounder2 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth151%104%
  • Client growth63%43%
  • People57
  • AUM per person$52.0M$49.7M

Rank by measure

  • Official rankNo. 14151%
  • Client growthNo. 3563%
  • AUM added per personNo. 41$31.3M
  • AUM per personNo. 45$52.0M
← No. 13 Spectrum Financial Alliance, Ltd., L.L.C.No. 15 PTM Wealth Management →
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Vistica Wealth Advisors: No. 14 on The Lean 100 (2026) — Private Wealth Daily