# VISTA CIMA WEALTH MANAGEMENT

VISTA CIMA WEALTH MANAGEMENT is a RIA based in San Jose, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Jose, United States
- **Region:** North America
- **Address:** San Jose, CA, United States
- **Assets under management:** Undisclosed
- **Website:** vistacima.com

## Regulatory record

- **CRD number:** 304672
- **SEC file number:** 801-130066
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304672

## About

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.

## 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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- [Lloyd Harbor Capital Management](https://altss.com/profile/lloyd-harbor-capital-management-llc)
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Last updated: 2026-07-06T01:24:28.338Z

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