CUYAHOGA FALLS, OHCRD 170003Latest ADV January 8, 2026
Vision Financial Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cuyahoga Falls, OH. Its latest Form ADV filing, dated January 8, 2026, reports $166M in regulatory assets under management, 5 employees, and 747 accounts.
Assets Under Management
$166M
Employees
5
Offices
--
Total Clients
449
Primary office
CUYAHOGA FALLS, OH
122 BROAD BLVD., CUYAHOGA FALLS, OH, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.3% of total clients.
Top client categories% of clientsClients
1
Individuals
89.3%
401
2
HNWI
10.7%
48
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$166Mas of January 8, 2026
Discretionary100.0%
$166M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$166M
Total Accounts747
10Y AUM Change+$46M (+38.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee90:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.