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VISION WEALTH ADVISORS, LLC
CRD 330228
57 REITZ BLVD, SUITE 200, LEWISBURG, PA, 17837, United States
Phone
570-524-0120
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$81.5M
Discretionary AUM
$81.5M
Team
2 total employees; 1 advisory reps; 13 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 170 | $49.2M |
| High net worth individuals | 17 | $31.1M |
All web addresses on file
Official SEC filing: View on IAPD