VISTA CIMA WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 304672). Regulatory assets under management: $142.5M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions.
| 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 | — |