SKY Vision Wealth Management Corp.

RIASEC Registered
Total AUM
$101M
Discretionary
$101M
100% of AUM
Avg account
$1.1M
Accounts
91
Employees
2
Advisory reps
3

Firm details

Headquarters
Irvine, California
CRD number
317320
Registered since
January 10, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI78.23%
  • Corporations / Businesses16.03%
  • Individuals5.73%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

SKY Vision Wealth Management Corp. is an independent, SEC‑registered advisory corporation that opened in 2022. The firm operates as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Ownership is listed as a mix of a foreign entity and an individual. Its fee model is mixed—percentage of assets under management supplemented by hourly and fixed fees—reflecting a blend of ongoing advisory relationships and project or planning engagements. The firm does not position itself as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 69%, Public Funds/Mutual Funds 11%, Exchange Traded Equities 10%, Cash & Cash Equivalents 6%, Private Funds 4%69%
  • US Government Bonds69%
  • Public Funds/Mutual Funds11%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents6%
  • Private Funds4%

Owners & executives

1 of 1
  • Kana Liu

    Chief Compliance OfficerCRD 7478104

Contacts

2 of 2
  • Bing Cao

    Insurance AgentCRD 7223374

  • Howard Ye

    Registered RepresentativeCRD 2639790

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
780 Roosevelt
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth