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VISTA CIMA WEALTH MANAGEMENT LLC
CRD 304672 · SEC 801-130066
AZ, United States
Phone
623-230-4110
Fax
866-315-4121
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$142.5M
Discretionary AUM
$141.8M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 235 | $68.8M |
| High net worth individuals | 31 | $73.7M |
States served
AZ, TX
All web addresses on file
Official SEC filing: View on IAPD