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- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-21-2010
- Office Locations
- 2
Office Locations
About Vima, LLC
VIMA, LLC is a Troy, MI–based wealth manager providing personalized wealth management and financial planning, including portfolio construction, estate planning, and insurance guidance. The firm serves retail clients such as entrepreneurs and retirees, using ETFs and mutual funds across equities, fixed income, and real estate/hedge fund exposures, with visible interest in digital assets (e.g., blockchain content). Primarily custodies with Charles Schwab & Co.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL JOSEPH MAZZOLA
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4194372
- Ownership
- 50% but less than 75%
MICHAEL ANTHONY VISSOTSKI
Advisor, Co-Owner, Owner
- CRD
- #2538683
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Matthew Raymond Doering
Advisor
- CRD
- #2466065
JUDY ILENE GOLDIS
Financial Services Professional
- CRD
- #2142344
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $228,544,261 | $194,175 |
| Non-Discretionary | $954,486 | $238,622 |
| Total | $229,498,747 | $194,326 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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