Vista Cima Wealth Management LLC

Vista Cima Wealth Management LLC (CRD# 304672) is a financial advisory firm headquartered in , . They manage $78,000,000 in 499 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.vistacima.com/
By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    499
    ACCOUNTS
  • Average Account Value
    $156,313
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Vista Cima Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brandon Klippel, financial advisor Surprise AZ
Brandon L. Klippel
CRD#: 5598023
Surprise, AZ

Brandon Klippel (CRD# 5598023) is an Investment Advisor Representative working at Vista Cima Wealth Management LLC in Surprise, AZ and has over 13 years of experience in the finance industry.

2
Joel Zerbe, financial advisor Surprise AZ
Joel M. Zerbe
CRD#: 6272599
Surprise, AZ

Joel Zerbe (CRD# 6272599) is an Investment Advisor Representative working at Vista Cima Wealth Management LLC in Surprise, AZ and has over 8 years of experience in the finance industry.

3
Preston Rhoades, financial advisor Surprise AZ
Preston W. Rhoades
CRD#: 7483221
Surprise, AZ

Preston Rhoades (CRD# 7483221) is an Investment Advisor Representative working at Vista Cima Wealth Management LLC in Surprise, AZ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals