SKY Vision Wealth, LLC

RIAState Registered

Total AUM

$35.1M

Discretionary

$35.1M

100% of AUM

Avg account

$210K

Accounts

167

Employees

Advisory reps

Firm details

Headquarters: Columbus, Ohio
CRD number: 317010
Registered since: December 1, 2021
Website: www.skyvisionwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI57.75%
Individuals42.25%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

SKY Vision Wealth, LLC is a small, Ohio-based independent registered investment adviser organized as an LLC and privately owned by an individual. The firm focuses on serving individuals and families with fee-based advice charged as a percentage of assets under management. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm lists an industry affiliation with accountants, indicating a likely coordination with tax or accounting professionals as part of client service delivery.