Overview
Assets Under Management: $106 million
Headquarters: IRVINE, CA
High-Net-Worth Clients: 12
Average Client Assets: $7.4 million
Frequently Asked Questions
SKY VISION WEALTH MANAGEMENT CORP. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #317320), SKY VISION WEALTH MANAGEMENT CORP. is subject to fiduciary duty under federal law.
SKY VISION WEALTH MANAGEMENT CORP. is headquartered in IRVINE, CA.
SKY VISION WEALTH MANAGEMENT CORP. serves 12 high-net-worth clients according to their SEC filing dated March 30, 2025. View client details ↓
According to their SEC Form ADV, SKY VISION WEALTH MANAGEMENT CORP. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SKY VISION WEALTH MANAGEMENT CORP. manages $106 million in client assets according to their SEC filing dated March 30, 2025.
According to their SEC Form ADV, SKY VISION WEALTH MANAGEMENT CORP. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.09%
Average Client Assets: $7.4 million
Total Client Accounts: 77
Discretionary Accounts: 75
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 317320
Filing ID: 1966561
Last Filing Date: 2025-03-30 17:26:00