Joel Michael Zerbe
Chief Compliance Officer/Managing MemberVista Cima Wealth Management LLCCRD 6272599
About Joel Michael Zerbe
Joel Michael Zerbe is listed as Chief Compliance Officer/Managing Member at Vista Cima Wealth Management LLC. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Vista Cima Wealth Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Joel Michael Zerbe work?
Joel Michael Zerbe is listed as Chief Compliance Officer/Managing Member at Vista Cima Wealth Management LLC on SEC Form ADV.
How much of Vista Cima Wealth Management LLC does Joel Michael Zerbe own?
Form ADV reports a beneficial ownership band of 50-75%.
Vista Cima Wealth Management LLC
| Title | Chief Compliance Officer/Managing Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2020 |