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Building 2VISTA CIMA WEALTH MANAGEMENT LLC

Map pin
Phone623-230-4110
NotebookSEC #801-130066
Total AUM
$142.5M
Employees
3
Clients
266

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
623-230-4110

ReceiptFinancials

Total AUM
$142.5M
Accounts
687
Discretionary
$141.8M
Accounts
683
Non-Discretionary
$701.1K
Accounts
4

ContactClients

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Individual Clients
235
AUM
$68.8M
HNW Individual Clients
31
AUM
$73.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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