Vision2020 Wealth Management Corp

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Assets, Funds, Holdings

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Vision2020 Wealth Management Corp
CRD #154149
SEC #801-71541
CIK #0001681113
AUM
Employees
Phone800-552-3319
Address18700 Hayden Rd
Scottsdale, AZ 85255
Source [IAPD] [EDGAR]
Total AUM ($B)
25201510502009201420202026
Sector Form 13F Holdings Value ($B)
Apple Inc 1.6
Microsoft Corp 1.0
Amazon Com Inc 0.6
Nvidia Corp 0.5
Alphabet Inc 0.3
 
 
 
 
 
 
Holdings by Sector ($B)
705642281402015201820222026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
EDGAR Form CIK 2011 - 2025
13F-NT [0001681113]
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