Vista Cima Wealth Management LLC
● SEC registered since 2024CRD 304672SEC# 801-130066
Reg. AUM
$142.5M
Employees
3
Accounts
687
Location
—
Vista Cima Wealth Management LLC assets under management
Vista Cima Wealth Management LLC is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $142.5 million in regulatory assets under management and employs 3 people.
Vista Cima Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Lee Klippel Control | Managing Member | 50-75% | 2019 |
| Joel Michael Zerbe Control | Chief Compliance Officer/Managing Member | 50-75% | 2020 |
Frequently asked questions
How much does Vista Cima Wealth Management LLC manage?
Vista Cima Wealth Management LLC reports $142.5 million in regulatory assets under management on its Form ADV.
How many employees does Vista Cima Wealth Management LLC have?
Vista Cima Wealth Management LLC reports 3 employees.
Does Vista Cima Wealth Management LLC disclose fund performance?
Vista Cima Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 623-230-4110 |
| Fax | 866-315-4121 |
| Office hours | 8:00a.m. - 4:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$142.5M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$142.5Mregulatory AUM
Discretionary $141.8MNon-discretionary $701K