Principal · Vista Capital Partners, Inc.
Michael J. Oreilly
CRD 2440647 · 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 Michael J. Oreilly on its Form ADV as Principal, a control person.
Firms and roles
- Vista Capital Partners, Inc.PrincipalWealth manager · Portland, OR · $3.2B in regulatory assets
AtlasMembers
Michael’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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)
- Douglas E. JohansonChairman of the Board, Vista Capital Partners, Inc.
- Dougal WilliamsCEO, Chief Wealth Officer, Vista Capital Partners, Inc.
- John J. ConveryChief Compliance Officer, Vista Capital Partners, Inc.
- Robert D. GreenmanChief Growth Officer, Vista Capital Partners, Inc.
- Lindsey W. WilliamsChief Client Officer, Vista Capital Partners, Inc.
8 more people named with Michael on the same filings, with titles and firms. Free in Atlas with a free account.
See all 13 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.