Cima Sports & Wealth Management Inc

Overview

Cima Sports & Wealth Management Inc. is a privately held corporate adviser controlled by an individual owner that focuses on planning and portfolio management for individuals and small businesses. The firm charges clients using a mix of asset-based fees and fixed-fee engagements and lists financial planning and discretionary portfolio management among its core advisory activities. The report identifies state registrations in Florida and Oklahoma and notes the firm is not flagged as an active ESG investor. The firm’s public profile does not describe broader capital-allocation activities or pension-consulting services. An industry affiliation with accounting professionals is recorded, which may reflect working relationships for tax or reporting support.

Assets & Accounts

Investments & Alternatives

Location & Offices