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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2025-05-02 |
Branch Locations
1646 N. California Blvd. Suite 320, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vista Wealth Management, Llc | Palo Alto | CA | 02/2006 | 07/2018 |
| Adero Partners, Llc | Pleasanton | CA | 08/2018 | Present |
| Media Wealth. Llc | Pleasanton | CA | 04/2020 | Present |
| Focus Partners Wealth, Llc | Boston | MA | 05/2025 | Present |
L-Five, LLC Investment related 70 Rainey Street 2901, Austin TX 78701 invests in private real estate and private companies Managing Member Started 1/1/16 5 hours per month, none during trading hours Manage LLC, which owns private real estate and private company stock L-Five, Inc Investment related 70 Rainey Street 2901, Austin TX 78701 this entity is an owner of Cambridge Partners, LLC, the management company engaged to provide management services to Adero Partners, LLC CEO sole employee 2021 No time spent during trading hours L-Five S Corp 306 Cambridge LLC - 306 Cambridge Ave, Palo Alto CA 94306 this entity owns and operates a commercial building at 306 Cambridge Ave, Palo Alto CA managing partner No time spent during trading hours Vista Venture Partners Investment Related 1646 N. California Blvd. Suite 320, Walnut Creek, CA 94596 Investments Member Started 05/17/2014 0 hours per month Investor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-24 |
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