← Back to searchVisit website
VISION WEALTH MANAGEMENT, INC.
CRD 324595
2000 OAKLEY PARKWAY, 204-E, COMMERCE TWP, MI, 48390, United States
Phone
248-259-7729
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$81.4M
Discretionary AUM
$81.4M
Team
2 total employees; 2 advisory reps; 17 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 380 | $47.0M |
| High net worth individuals | 36 | $34.3M |
All web addresses on file
Official SEC filing: View on IAPD