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| Keyboard |
| Sky Vision Wealth Management Corp
✚
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|
|---|---|
| CRD # | 317320 |
| SEC # | 801-123010 |
| CIK # | |
| AUM | 52.8 M (2026-03-31) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 626-437-1436 |
| Address | 780 Roosevelt Unit 211 Irvine, CA 92620 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 60 | 5.1 |
| (b) Individuals (high net worth individuals) | 16 | 39.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 7.8 |
| (n) Other | 0 | 0.0 |
| Total | 78 | 52.8 |
| By Discretionary | ||
| Discretionary | 78 | 52.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 78 | 52.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 25.7 | |
| United States Persons | 27.2 | |
| Total | 78 | 52.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Valorem LLC
✚
|
NY | 54.3 M |
|
Constitution Wealth LLC
✚
|
53.5 M | |
|
Westpark Capital Inc
✚
|
CA | 53.1 M |
|
Royale Asset Management LLC
✚
|
52.7 M | |
|
Wealthpro LLC
✚
|
52.4 M | |
|
Family Dynasty Advisors LLC
✚
|
TX | 52.3 M |
|
Capital Management Advisors Inc
✚
|
GA | 52.0 M |
|
Ancora West Advisors LLC
✚
|
NV | 51.9 M |
|
Anchor Bay Private Wealth LLC
✚
|
CA | 51.7 M |
|
Purevest LLC
✚
|
NY | 51.6 M |