{"url":"https://nivawealth.com/firms/vima-148833","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/148833","regulatoryAum":229498747,"crd":"148833","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2466065","suffix":null,"lastName":"Doering","firstName":"Matthew","middleName":"Raymond"},{"crd":"2142344","suffix":null,"lastName":"GOLDIS","firstName":"JUDY","middleName":"ILENE"},{"crd":"4174955","suffix":null,"lastName":"JAMIL","firstName":"SADEER","middleName":"THOMAS"},{"crd":"317834","suffix":null,"lastName":"MALEY","firstName":"MICHAEL","middleName":"AUGUST"},{"crd":"4194372","suffix":null,"lastName":"MAZZOLA","firstName":"MICHAEL","middleName":"JOSEPH"},{"crd":"1983921","suffix":null,"lastName":"PROST","firstName":"DENNIS","middleName":"M"},{"crd":"1539126","suffix":null,"lastName":"ROBERTS","firstName":"DAVID","middleName":"CLAUDE"},{"crd":"7914362","suffix":null,"lastName":"Snyder","firstName":"Natalie","middleName":"Nicole"},{"crd":"3167231","suffix":null,"lastName":"TENAGLIA","firstName":"MICHEL","middleName":"STEFANO"},{"crd":"6140713","suffix":null,"lastName":"TSCHIRHART","firstName":"MARGUERITE","middleName":"MARY"},{"crd":"2538683","suffix":null,"lastName":"VISSOTSKI","firstName":"MICHAEL","middleName":"ANTHONY"},{"crd":"2493764","suffix":null,"lastName":"WAUGH","firstName":"JAMES","middleName":"HARRISON"}],"total":12,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-07-11","regulatoryAum":113291942,"clients":452,"employees":14,"offices":1},{"filedOn":"2025-03-17","regulatoryAum":150242478,"clients":897,"employees":15,"offices":1},{"filedOn":"2026-05-08","regulatoryAum":229498747,"clients":1182,"employees":13,"offices":1}],"secFileNumber":"801-129108","legalName":"Vima, 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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Vima have?","answer":"Vima has 12 investment adviser representatives registered with state securities authorities, out of 13 employees, and 12 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Vima invest in?","answer":"At the end of its last fiscal year, Vima’s separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 13% other, 4% cash and equivalents, 2% pooled vehicles (private funds and similar) and 1% U.S. government and agency bonds. The 13% other category is described as: Structured Notes.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Vima?","answer":"Vima’s direct owners are Michael Mazzola (50% to 75%) and Michael Vissotski (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 8 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Vima get paid?","answer":"Vima is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Vima?","answer":"Vima’s main office is at 46 East Square Lake RD., Troy, MI 48085. Its phone number is 248-526-6700. 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