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VISTA CIMA WEALTH MANAGEMENT
VISTA CIMA WEALTH MANAGEMENT LLC is an SEC-registered investment adviser since 2024. The firm manages $143 million in assets, $142 million on a discretionary...
Overview
VISTA CIMA WEALTH MANAGEMENT LLC is an SEC-registered investment adviser since 2024. The firm manages $143 million in assets, $142 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
San Jose
Corporate office
San Jose, CA, United States
Frequently asked questions
Is Vista Cima affiliated with any other investment or operating entities?
No sister entities, spinouts, predecessors, or operating companies have been linked to the Vista Cima Wealth Management name in corporate filings or business records. The name does not appear in the cap tables of any known private companies, nor as a tenant-in-common in recorded real estate transactions.
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