Vision Capital Partners
Vision Capital Partners is an SEC-registered wealth manager in Ann Arbor, MI with $146.6M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Vision Capital Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 175147, SEC 801-100364, data through 2026-04-21.
- AUM (assets under management / regulatory AUM)
- $146.6M (2026-04-21)
- Firm type
- Wealth Manager
- Location
- Ann Arbor, MI
- Employees
- 4
- Clients
- 141
- CRD
- 175147
- Ownership
- DUNCAN, THOMAS, WESLEY; QUICK, JULIE, MARIE-RAFFERTY; Hunter, Jennifer, Puckett; Duncan, Thomas, Wesley
How much AUM does Vision Capital Partners have?
Vision Capital Partners reported $146.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-21).
Who owns Vision Capital Partners?
Disclosed owners and executives of Vision Capital Partners include DUNCAN, THOMAS, WESLEY, QUICK, JULIE, MARIE-RAFFERTY, Hunter, Jennifer, Puckett, Duncan, Thomas, Wesley. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.