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Home > Retirement Planners > california > irvine > SKY VISION WEALTH MANAGEMENT CORP.
SKY VISION WEALTH MANAGEMENT CORP.
780 Roosevelt Unit 211
Irvine, California 92620
Tel: 626-437-1436
About SKY VISION WEALTH MANAGEMENT CORP.
SKY VISION WEALTH MANAGEMENT CORP, formally registered with the SEC as SKY VISION WEALTH MANAGEMENT CORP. The firm was established in 01/10/2022. They have over 1 offices throughout the country.
SKY VISION WEALTH MANAGEMENT CORP. is a Irvine, California based Financial Planning firm with nearly $112,257,879 assets under management, offering retirement planning & investment advisory services to 83 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317320 |
| SEC# | 801-123010 |
| Assets Managed by Firm | $112,257,879 |
| No. of Clients | 83 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 83 | $112,257,879 |
| Individuals (other than high net worth individuals) | 60 | $8,126,377 |
| High net worth individuals | 23 | $91,129,270 |
| Pension and profit sharing plans | 2 | $84,153 |
| Corporations or other businesses | 5 | $12,918,079 |
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