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VISION WEALTH ADVISORS LLC

DANNY ROBLES VISION WEALTH ADVISORS LLC

CRD 158589

Visit website

11912 SLIDE RD., SUITE B, LUBBOCK, TX, 79424, United States

Phone

806-553-2800

Fax

972-996-1466

Registration

— (—)

Source

State registered

Total AUM

$11.7M

Discretionary AUM

$11.7M

Team

3 total employees; 1 advisory reps; 30 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals203$11.7M

All web addresses on file

Official SEC filing: View on IAPD