Vision Financial Management, LLC
Vision Financial Management, LLC is an SEC-registered mass-market adviser in Cuyahoga Falls, OH with $165.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Vision Financial Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170003, SEC 801-133721, data through 2026-01-08.
- AUM (assets under management / regulatory AUM)
- $165.7M (2026-01-08)
- Firm type
- Mass-Market Adviser
- Location
- Cuyahoga Falls, OH
- Employees
- 5
- Clients
- 449
- CRD
- 170003
- Ownership
- WINSTON, ROBERT, STAGG
How much AUM does Vision Financial Management, LLC have?
Vision Financial Management, LLC reported $165.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-08).
Who owns Vision Financial Management, LLC?
Disclosed owners and executives of Vision Financial Management, LLC include WINSTON, ROBERT, STAGG. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.