| 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 |
Vista Cima Wealth Management LLC reports $116.9 million in regulatory assets under management on its Form ADV.
Vista Cima Wealth Management LLC reports 3 employees.
Vista Cima Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $116.1M |
| Non-discretionary | $761K |
| Total (RAUM) | $116.9M |