|
⚲
|
| Vision Financial Management LLC
✚
|
|
|---|---|
| CRD # | 170003 |
| SEC # | 801-133721 |
| CIK # | 0001674001 |
| AUM | $120.0 M (2025-07-28) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 330-929-9900 |
| Address | 122 Broad Blvd Cuyahoga Falls, OH 44221 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 392 | 77.0 |
| (b) Individuals (high net worth individuals) | 36 | 43.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 547 | 120.0 |
| By Discretionary | ||
| Discretionary | 547 | 120.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 547 | 120.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 120.0 | |
| Total | 547 | 120.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001674001] |
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|---|---|---|
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Cascade Financial Strategies LLC
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OR | 0.1 |
|
Anderson Griggs & Company Inc
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SC | 0.1 |
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Maytal Asset Management LLC
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CT | 0.1 |
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VA | 0.1 |
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NM | 0.1 |
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Vanweelden Wealth Management LLC
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OH | 0.1 |
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0.1 | |
|
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