Overview
Assets Under Management: $166 million
Headquarters: CUYAHOGA FALLS, OH
High-Net-Worth Clients: 48
Average Client Assets: $1.1 million
Frequently Asked Questions
VISION FINANCIAL MANAGEMENT, LLC 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 #170003), VISION FINANCIAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
VISION FINANCIAL MANAGEMENT, LLC is headquartered in CUYAHOGA FALLS, OH.
VISION FINANCIAL MANAGEMENT, LLC serves 48 high-net-worth clients according to their SEC filing dated January 08, 2026. View client details ↓
According to their SEC Form ADV, VISION FINANCIAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
VISION FINANCIAL MANAGEMENT, LLC manages $166 million in client assets according to their SEC filing dated January 08, 2026.
According to their SEC Form ADV, VISION FINANCIAL MANAGEMENT, LLC 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: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.03%
Average Client Assets: $1.1 million
Total Client Accounts: 747
Discretionary Accounts: 747
Regulatory Filings
CRD Number: 170003
Filing ID: 2038518
Last Filing Date: 2026-01-08 16:36:08