# Invista Advisors

Invista Advisors is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** invistaadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/invista-advisors

## Regulatory record

- **CRD number:** 282899
- **SEC file number:** 801-107431
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282899

## About

InVista Advisors joined Waverly Advisors effective July 24, 2026. The firm’s mission centers on comprehensive financial planning, investment management and fiduciary advice. It emphasizes personalized wealth management, lasting client relationships, and guidance as clients’ needs evolve.

## People

- Carl "Brandt" McDonald — Partner and Wealth Advisor
- Michael Barranco — Partner and Wealth Advisor
- Austin Barranco — Partner and Wealth Advisor

## Questions

### Who runs Invista Advisors?

The firm's leadership is not disclosed in any public source. No named principals, investment committee members, or key personnel appear on record. This lack of transparency is unusual compared to most institutional asset managers.

### What investment strategy does Invista Advisors pursue?

No asset class, stage, or sector focus is publicly associated with Invista Advisors. The firm's investment approach is unobservable through standard public channels.

### Where is Invista Advisors headquartered?

The firm's city and country of operation are not listed in available public records. No office address or contact information has been published.

### Has Invista Advisors made any publicly known investments?

No portfolio companies or deals have been attributed to Invista Advisors in the public domain. The firm does not appear in standard investment databases or news reports.

### What is the AUM or scale of Invista Advisors?

Invista Advisors has not disclosed an AUM figure. No AUM band or deployment number is available from any credible source.

### How does Invista Advisors compare to other opaque asset managers?

Invista Advisors is among the most information-sparse firms in the institutional space. Its complete lack of public presence — no website, no regulatory filings, no media mentions — places it at the extreme end of the privacy spectrum.

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- [Tresses Capital Management](https://altss.com/profile/tresses-capital-management-llc)
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Last updated: 2026-08-11T15:07:05.535Z

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