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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

MOUNTAIN VISTA WEALTH MANAGEMENT

MOUNTAIN VISTA WEALTH MANAGEMENT, LLC, CRD 290456

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6addba66-a8ff-cd5b-9b28-d1e3fdde8ce1

Data as of Feb 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Feb 10, 2026 to Feb 10, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Mountain Vista Wealth Management

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $53.3MItem 5.F on the latest filing (2026-02-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $50.5M
Private client RAUM: $50.5MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 138
Individual clients: 39
High net worth clients: 21
Custody, client assets: $8.7M
CRD: 290456
Filings on the tape: 1
First filed: Feb 10, 2026
Latest filed: Feb 10, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL J. RIOLO	n/a	Mount Kisco, NY \| SANTA BARBARA, CA	7	25	4	no
JONATHAN R. HEAGLE	Certified Financial Planner\|Chartered Financial Analyst	SANTA BARBARA, CA	7	22	1	no

Relationships

Registered with (2)

← MICHAEL J. RIOLOAdvisorregistration: previous registration
Sep 14, 2018 to Dec 31, 2018factForm ADV
← JONATHAN R. HEAGLEAdvisorregistration: previous registration
Jan 3, 2018 to Dec 31, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6addba66-a8ff-cd5b-9b28-d1e3fdde8ce1
First observed: Feb 10, 2026
Last observed: Feb 10, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MOUNTAIN VISTA WEALTH MANAGEMENT

MOUNTAIN VISTA WEALTH MANAGEMENT, LLC, CRD 290456

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6addba66-a8ff-cd5b-9b28-d1e3fdde8ce1

Data as of Feb 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:38 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL J. RIOLO

n/a

Mount Kisco, NY | SANTA BARBARA, CA

JONATHAN R. HEAGLE

Certified Financial Planner|Chartered Financial Analyst

SANTA BARBARA, CA