Green Vista Asset Management Llc
- Regulatory AUM
- $16.2M
- Discretionary
- $16.2M
- Clients
- 59
- Avg AUM / client
- $275K
- Accounts
- 75
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 42 | $5.0M | 30.8% |
| High net worth individuals | 16 | $8.8M | 54.3% |
| Insurance companies | 1 | $2.4M | 14.9% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Miles, Andrew, William | Manager, Member | Dec 2017 (9y) | ≈ 37.5% – 75% via Green Vista Holdings, Llc | |
| Philippus Theunis Van Staden | Chief Executive Officer, Chief Compliance Officer, Manager | Dec 2017 (9y) | ≈ 37.5% – 75% via Green Vista Holdings, Llc | |
| James A Clements | Registered representative | May 2019 (7y) | ||
| Christiaan Andries Van Der Burgh | Registered representative | Mar 2021 (5y) | ||
| Sally Carolyn Tomlinson | Registered representative | Mar 2021 (5y) | ||
| Philip Laurie Beytell | Registered representative | Mar 2021 (5y) | ||
| James William Sewell | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Green Vista Holdings, Llc | Member | Jan 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Miles, Andrew, William: 50% – 75% of Green Vista Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Philippus Theunis Van Staden: 50% – 75% of Green Vista Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Assetmark Trust Company $16.2M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗