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VISION FINANCIAL MANAGEMENT, LLC

CRD 170003 · SEC 801-133721

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122 BROAD BLVD., CUYAHOGA FALLS, OH, 44221, United States

Phone

330-929-9900

Fax

330-929-9702

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$165.7M

Discretionary AUM

$165.7M

Team

5 total employees; 2 advisory reps; 61 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees; SOLICITOR/REFERRAL FEES

Org form

Limited Liability Company

Filing date

2026-01-08

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals401$110.9M
High net worth individuals48$54.7M

States served

IN, OH, TX, FL

All web addresses on file

Official SEC filing: View on IAPD