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Chief Compliance Officer/managing Member · Vista Cima Wealth Management LLC

Joel M. Zerbe

CRD 6272599 · Named on Form ADV at one SEC-registered adviser

At a glance

Vista Cima Wealth Management LLC, an SEC-registered wealth manager with $143 million in regulatory assets, lists Joel M. Zerbe on its Form ADV as Chief Compliance Officer/managing Member, a control person.

Firms and roles

AtlasMembers

Joel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.