VISTA CIMA WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$142,544,246
Discretionary
$141,843,136
Non-discretionary
$701,110
Firm details
- CRD number
- 304672
- SEC file number
- 801-130066
- Employees
- 3
- SEC status
- Approved
- Website
- http://www.vistacima.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.