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
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 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 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 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.

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