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VISION WEALTH PLANNING, LLC
CRD 165456
4860 COX ROAD, SUITE 200, GLEN ALLEN, VA, 23060, United States
Phone
(804) 368-0854
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$66.2M
Discretionary AUM
$66.2M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $5.9M |
| High net worth individuals | 16 | $60.4M |
All web addresses on file
Official SEC filing: View on IAPD