← Back to search
SKY VISION WEALTH MANAGEMENT CORP.
CRD 317320 · SEC 801-123010
780 ROOSEVELT UNIT 211, IRVINE, CA, 92620, United States
Phone
626-437-1436
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$52.8M
Discretionary AUM
$52.8M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $5.1M |
| High net worth individuals | 16 | $39.9M |
| Corporations/business entities | 2 | $7.8M |
States served
CA, TX
Official SEC filing: View on IAPD