GREEN VISTA ASSET MANAGEMENT LLC

Latest filing: Apr 01, 2025 (95 days ago)
View on IAPD

AUM

$13,665,981
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago

Employee Count

7
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago

Main Office

WINTER PARK, FL
222 N. PARK AVENUE, WINTER PARK, FL, UNITED STATES, 32789

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $0.0
Total $0.0
Client AUM
Retail $0.0
Pooled $0.0
Institutional $0.0
Total $0.0
Retail Accounts AUM
Individual 38 $0.0
Average Individual AUM $106,904
HNW 14 $0.0
Average HNW AUM $545,885
Retail Total 52 $0.0
Average Retail AUM $225,091

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

No control persons found

ADVDB.CO • SOURCE: SEC

Representatives

6 active representatives found

Name City State Exams Designations
CHRISTIAAN VAN DER BURGH WINTER PARK FL S65|2020-10-26|S63|2020-01-24
PHILIP BEYTELL WINTER PARK FL S63|2013-07-09|S65|2012-03-01
JAMES SEWELL WINTER PARK FL S63|2004-07-19|S66|2006-06-28
PHILIPPUS VAN STADEN WINTER PARK FL S66|2006-02-14
JAMES CLEMENTS WINTER PARK FL S63|2008-09-24|S65|2010-05-06
SALLY TOMLINSON WINTER PARK FL S63|2019-10-15|S65|2020-09-28

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
CA-09/11/2023, FL-04/03/2019, IN-04/02/2025, LA-06/12/2023, OH-08/27/2024, PA-05/08/2019, TX-04/19/2021
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV