Vista Private Wealth Partners. LLC
Vista Private Wealth Partners, LLC is a Denver, Colorado-based investment advisory firm specializing in wealth management and financial planning for high-net-worth individuals and families. Incorporated in Colorado, Vista provides customized portfolio management and investment advisory services, with a focus on personal financial solutions. The firm also operates under the alternate name Denver PWM, LLC. Exact number of employees is not publicly listed, but the firm is small and boutique-oriented, founded to provide dedicated client service and sophisticated portfolio solutions for affluent clients.
Investment Strategy
Vista Private Wealth Partners, LLC designs and manages investment portfolios tailored for high-net-worth clients, utilizing a blend of asset allocation strategies across equities, fixed income, and alternative investments. Their investment philosophy emphasizes personalized financial solutions, risk management, tax-efficient investing, and long-term capital appreciation. The firm provides ongoing monitoring, rebalancing, and integrates client-specific goals to maximize returns and minimize risk, aiming for consistent growth and preservation of wealth.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 9.83% | $31.5M | 1,079,507 | $16.07 | $29.21 | +$5.4M |
I IBTF | ISHARES TR | 6.38% | $20.4M | 875,124 | $23.21 | $23.36 | +$4.0M |
S SCHV | SCHWAB STRATEGIC TR | 5.71% | $18.3M | 661,712 | $25.37 | $27.67 | +$1.3M |
S SCHM | SCHWAB STRATEGIC TR | 5.69% | $18.3M | 650,802 | $21.96 | $28.05 | +$2.0M |
S SCHF | SCHWAB STRATEGIC TR | 5.59% | $17.9M | 810,422 | $19.31 | $22.10 | +$2.2M |