# VISTA CIMA WEALTH MANAGEMENT LLC

VISTA CIMA WEALTH MANAGEMENT LLC is an SEC-registered investment adviser.

## Registration

- CRD: 304672
- Type: SEC-registered investment adviser
- SEC file number: 801-130066
- Phone: 623-230-4110
- Latest filing: 2026-03-11
- Regulatory AUM: $142.5M
- Discretionary AUM: $141.8M
- Non-discretionary AUM: $701K
- Clients: 3
- Accounts: 687

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Brandon Lee Klippel | MANAGING MEMBER | — |
| Joel Michael Zerbe | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |
| KLIPPEL BRANDON LEE | MANAGING MEMBER | — |
| Zerbe Joel Michael | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304672/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304672/similar
- Related entities: https://search.stillhousedata.com/firm/304672/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304672

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.