SEC Form ADV

VISTA CIMA WEALTH MANAGEMENT LLC

Registered Investment Adviser
$142.5M
Assets Under Management
687
Total Clients
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Registration Details

Accession
CRD-304672
Filing Date
March 11, 2026
AUM
$142.5M
Total Clients
687
Amendment
No

About this Adviser

VISTA CIMA WEALTH MANAGEMENT LLC is a registered investment adviser, managing approximately $142.5M in assets across 687 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.