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FINANCIAL VISION LLC
CRD 123659 · SEC 801-61578
5290 OVERPASS RD, SUITE 217, GOLETA, CA, 93111, United States
Phone
805-899-1245
Fax
805-899-1248
Registration
— (—)
Source
State registered
Total AUM
$82.0M
Discretionary AUM
$78.2M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 28 | $75.3M |
Official SEC filing: View on IAPD