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| Vista CIMA Wealth Management LLC
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|---|---|
| CRD # | 304672 |
| SEC # | 801-130066 |
| CIK # | 0002055907 |
| AUM | 142.5 M (2026-03-11) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 623-230-4110 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 6.7 | ||
| Apple Inc | 5.3 | ||
| Microsoft Corp | 4.2 | ||
| Broadcom Inc | 2.4 | ||
| Alphabet Inc | 1.6 | ||
| Amazon Com Inc | 1.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.9 | ||
| Facebook Inc | 0.9 | ||
| Cisco Systems Inc | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 235 | 68.8 |
| (b) Individuals (high net worth individuals) | 31 | 73.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 687 | 142.5 |
| By Discretionary | ||
| Discretionary | 683 | 141.8 |
| Non-Discretionary | 4 | 0.7 |
| Total | 687 | 142.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.5 | |
| Total | 687 | 142.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055907] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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