Sky Vision Wealth Management Corp. is an SEC registered investment adviser organized as a corporation with a primary office location in Irvine, CA. Its latest Form ADV filing, dated March 31, 2026, reports $53M in regulatory assets under management, 2 employees, and 78 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.9% of total clients.
Top client categories% of clientsClients
1
Individuals
76.9%
60
2
HNWI
20.5%
16
3
Corporations
2.6%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$53Mas of March 31, 2026
Discretionary100.0%
$53M
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$53M
Total Accounts78
10Y AUM Change+$53M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee39:1
10Y Employee Change0 (0.0%)
* 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.