# Vista Cima Wealth Management LLC

> Vista Cima Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 304672
- Filed as: VISTA CIMA WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304672
- AdvisorCensus page: https://advisorcensus.com/firm/vista-cima-wealth-management-llc-304672

## Quick answers

**How is Vista Cima Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Vista Cima Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Vista Cima Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated March 11, 2026 states: Flat fee: $50 to $3,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Vista Cima Wealth Management LLC registered with the SEC or a state?**
Vista Cima Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 304672.

**How much does Vista Cima Wealth Management LLC manage?**
Vista Cima Wealth Management LLC reports $142,544,246 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**How have Vista Cima Wealth Management LLC's assets and staff changed since 2024?**
In the Form ADV data for Vista Cima Wealth Management LLC: Regulatory assets under management: $103,170,000 in the October 2024 data and $142,544,246 in the October 2026 data, up 38%. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vista Cima Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (235); high net worth individuals (31).

**Which custodians does Vista Cima Wealth Management LLC use?**
Vista Cima Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Vista Cima Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304672

**Does Vista Cima Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 11, 2026 says: "There is no account minimum for any of VCWM’s services."

**What changed in Vista Cima Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $116,854,823 to $142,544,246 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Account minimum: None

> There is no account minimum for any of VCWM’s services.

- Flat fee: $50 to $3,000 (creating client financial plans)

> The negotiated fixed rate for creating client financial plans is between $50 and $3,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $142,544,246
- Discretionary: $141,843,136
- Non-discretionary: $701,110

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 235 | $68,825,788 |
| High net worth individuals | 31 | $73,718,458 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vistacima.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $103,170,000 | 3 | May 2, 2024 |
| October 2025 | $116,854,823 | 3 | March 26, 2025 |
| October 2026 | $142,544,246 | 3 | March 11, 2026 |

Regulatory assets under management: $103,170,000 in the October 2024 data and $142,544,246 in the October 2026 data, up 38%.
Total employees: 3 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $116,854,823 to $142,544,246 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vista Cima Wealth Management LLC (CRD 304672): Form ADV filing data as of October 2026.