← Tributary

VISTA CIMA WEALTH MANAGEMENT LLC

· CRD 304672 · IAPD ↗ · vistacima.com · 623-230-4110

$142.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2024 — VISTA CIMA WEALTH MANAGEMENT LLC (location n/a) is newly SEC-registered with $103.2M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.