$142.5M Total AUM
$141.8M Disc. AUM
-- 3Y CAGR
3 Employees
266 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-13-2019
- Office Locations
- 1
Office Locations
-- Surprise AZ
About Vista Cima Wealth Management LLC
Vista Cima Wealth Management is an independent, fee-only fiduciary RIA based in Surprise, Arizona. The firm provides personalized financial planning and investment management focused on aligning portfolios to client goals, including legacy planning, lifestyle funding, and income strategies to support living expenses. Custody is primarily with Charles Schwab.
Team overview
38 AVG AGE
$47.5M AVG AUM / ADVISOR
$535.9K AVG AUM / CLIENT
5.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
BRANDON LEE KLIPPEL
Managing Member, Principal
- CRD
- #5598023
- Ownership
- 50% but less than 75%
Available
Available
Available
Joel Michael Zerbe
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6272599
- Ownership
- 50% but less than 75%
Available
Available
Available
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Preston Winslow Rhoades
Advisor
- CRD
- #7483221
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,843,136 | $207,677 |
| Non-Discretionary | $701,110 | $175,278 |
| Total | $142,544,246 | $207,488 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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