Vista Cima Wealth Management LLC
Vista Cima Wealth Management LLC is an SEC-registered mass-market adviser with $142.5M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Vista Cima Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304672, SEC 801-130066, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $142.5M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Employees
- 3
- Clients
- 266
- CRD
- 304672
- Ownership
- KLIPPEL, BRANDON, LEE; Zerbe, Joel, Michael
How much AUM does Vista Cima Wealth Management LLC have?
Vista Cima Wealth Management LLC reported $142.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Vista Cima Wealth Management LLC?
Disclosed owners and executives of Vista Cima Wealth Management LLC include KLIPPEL, BRANDON, LEE, Zerbe, Joel, Michael. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.