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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

TitleChief Compliance Officer/Managing Member
Ownership50-75%
Control personYes
Since2020
View Vista Cima Wealth Management LLC →