Adero Partners, LLC

Business address
5000 Hopyard Road, Suite 460, Pleasanton, CA, 94588
Top securities (13F)
DUHP, DIHP, AVUS, AVDE, DFAR, AVEM, DFAC, NU, DFAS, DASH, CCCS, AAPL, NVDA, GOOG, SNOW, DDOG, DFSU, DFSI, PCOR, and DFUS
State of incorporation
DE
Fiscal year end
31 December
Former names
Vista Wealth Management Group, LLC (to 04 May 2023)
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Adero Partners, LLC has filed 23 SEC EDGAR filings since 03 Feb 2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 17 Apr 2025 31 Mar 2025 028-19727
13F-HR Open Document Open Filing 27 Jan 2025 31 Dec 2024 028-19727
13F-HR Open Document Open Filing 06 Nov 2024 30 Sep 2024 028-19727
N-PX Open Document Open Filing 02 Aug 2024 30 Jun 2024 028-19727
13F-HR Open Document Open Filing 30 Jul 2024 30 Jun 2024 028-19727
13F-HR Open Document Open Filing 29 Apr 2024 31 Mar 2024 028-19727
13F-HR Open Document Open Filing 12 Feb 2024 31 Dec 2023 028-19727
13F-HR Open Document Open Filing 14 Nov 2023 30 Sep 2023 028-19727
13F-HR Open Document Open Filing 02 Aug 2023 30 Jun 2023 028-19727
13F-HR Open Document Open Filing 04 May 2023 31 Mar 2023 028-19727
13F-HR Open Document Open Filing 07 Feb 2023 31 Dec 2022 028-19727
13F-HR Open Document Open Filing 25 Oct 2022 30 Sep 2022 028-19727
13F-HR Open Document Open Filing 14 Jul 2022 30 Jun 2022 028-19727
13F-HR Open Document Open Filing 04 May 2022 31 Mar 2022 028-19727
13F-HR Open Document Open Filing 19 Jan 2022 31 Dec 2021 028-19727
13F-HR Open Document Open Filing 02 Nov 2021 30 Sep 2021 028-19727
13F-HR Open Document Open Filing 27 Jul 2021 30 Jun 2021 028-19727
13F-HR Open Document Open Filing 26 Apr 2021 31 Mar 2021 028-19727
13F-HR Open Document Open Filing 25 Jan 2021 31 Dec 2020 028-19727
13F-HR Open Document Open Filing 26 Oct 2020 30 Sep 2020 028-19727
13F-HR Open Document Open Filing 14 Jul 2020 30 Jun 2020 028-19727
13F-HR Open Document Open Filing 01 May 2020 31 Mar 2020 028-19727
13F-HR Open Document Open Filing 03 Feb 2020 31 Dec 2019 028-19727