Adviser Profile
| As of Date | 03/30/2024 |
| Registration status | Registration Changed to VISTA CIMA WEALTH MANAGEMENT LLC |
| Contact Info | 623 xxxxxxx |
| Websites |
| AUM* | 79,600,000 |
| of that, discretionary | 79,433,600 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 146,863 |
| % High Net Worth | 10.78% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds