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| Happy Holidays!! thanks for using AUM13F!! |
| Sky Vision Wealth Management Corp
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|---|---|
| CRD # | 317320 |
| SEC # | 801-123010 |
| CIK # | |
| AUM | $106.0 M (2025-03-30) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 626-437-1436 |
| Address | 780 Roosevelt Unit 211 Irvine, CA 92620 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 8.0 |
| (b) Individuals (high net worth individuals) | 12 | 89.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 8.9 |
| (n) Other | 0 | 0.0 |
| Total | 77 | 106.0 |
| By Discretionary | ||
| Discretionary | 75 | 79.0 |
| Non-Discretionary | 2 | 27.0 |
| Total | 77 | 106.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 65.9 | |
| United States Persons | 40.0 | |
| Total | 77 | 106.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Layline Advisors LLC
✚
|
NY | 0.1 |
|
Liberty Asset Management LLC
✚
|
PA | 0.1 |
|
Individual Asset Management Inc
✚
|
CA | 0.1 |
|
Bluedoor Private Wealth LLC
✚
|
MA | 0.1 |
|
Aspire Advisors LLC
✚
|
NY | 0.1 |
|
JMA Financial Advisors Inc
✚
|
TX | 0.1 |
|
Omdurman LLC
✚
|
WA | 0.1 |
|
Abel Financial Management Co
✚
|
0.1 | |
|
Stone Steps Financial LLC
✚
|
CA | 0.1 |
|
AG Financial LLC
✚
|
UT | 0.1 |