Alyosha Mertens
Vista Investment Partners · Oklahoma City, Oklahoma
Alyosha Mertens is a fee-only financial advisor at Vista Investment Partners in Oklahoma City, Oklahoma. Vista Investment Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Vista Investment Partners |
|---|---|
| Based in | Oklahoma City, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $610.6M across 1,610 accounts |
| SEC registration | Investment adviser representative in OK, TX · CRD 2376914 |
| Exams passed | Series 63 (1993) · Series 65 (1993) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.vistainvestment.com |
How Alyosha's firm compares
- Vista Investment Partners's average account is about $379,000, from its Form ADV (assets managed divided by 1,610 accounts).
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Questions about Alyosha
Is Alyosha Mertens a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alyosha holds no broker registration, and Vista Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alyosha charge for financial advice?
Alyosha's firm, Vista Investment Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Alyosha Mertens based?
Alyosha Mertens is based in Oklahoma City, Oklahoma.
Is Alyosha Mertens registered with the SEC?
Yes. Alyosha Mertens is registered as an investment adviser representative in OK and TX (CRD 2376914), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vista Investment Partners manage?
Vista Investment Partners reports $610.6M across 1,610 accounts in assets under management.
How do I contact Alyosha Mertens?
Through Alyosha's website, www.vistainvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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