Vision Investment Advisors, LLC
Vision Investment Advisors, LLC is an SEC-registered wealth manager in Stamford, CT with $137.4M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Vision Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109621, SEC 801-57975, data through 2026-05-12.
- AUM (assets under management / regulatory AUM)
- $137.4M (2026-05-12)
- Firm type
- Wealth Manager
- Location
- Stamford, CT
- Employees
- 9
- Clients
- 129
- CRD
- 109621
- Ownership
- ROTHMAN, HOWARD, MARTIN; H. ROTHMAN FAMILY LLC; BOSHNACK FAMILY LLC; SIEGEL, SHIRLEY, BARBARA; STEIN, DAVID, SETH
How much AUM does Vision Investment Advisors, LLC have?
Vision Investment Advisors, LLC reported $137.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-12).
Who owns Vision Investment Advisors, LLC?
Disclosed owners and executives of Vision Investment Advisors, LLC include ROTHMAN, HOWARD, MARTIN, H. ROTHMAN FAMILY LLC, BOSHNACK FAMILY LLC, SIEGEL, SHIRLEY, BARBARA, STEIN, DAVID, SETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.