Overview
Assets Under Management: $143 million
High-Net-Worth Clients: 31
Average Client Assets: $2.4 million
Frequently Asked Questions
VISTA CIMA WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304672), VISTA CIMA WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
VISTA CIMA WEALTH MANAGEMENT LLC serves 31 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, VISTA CIMA WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
VISTA CIMA WEALTH MANAGEMENT LLC manages $143 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, VISTA CIMA WEALTH MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.72%
Average Client Assets: $2.4 million
Total Client Accounts: 687
Discretionary Accounts: 683
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 304672
Filing ID: 2068974
Last Filing Date: 2026-03-11 13:11:05