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Chief Client Officer · Vista Capital Partners, Inc.

Lindsey W. Williams

CRD 3135124 · Named on Form ADV at one SEC-registered adviser

At a glance

Vista Capital Partners, Inc., an SEC-registered wealth manager based in Portland, OR with $3.2 billion in regulatory assets, lists Lindsey W. Williams on its Form ADV as Chief Client Officer, a control person.

Firms and roles

AtlasMembers

Lindsey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (13)

8 more people named with Lindsey on the same filings, with titles and firms. Free in Atlas with a free account.

See all 13 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lindsey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.