VISION2020 WEALTH MANAGEMENT CORP.
CRD #154149 SEC #801-71541 SCOTTSDALE, AZ 800-552-3319
SEC Registered
Total AUM
--
Discretionary
--
Employees
0
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2022 | $21.1B | $21.1B | $0 | 1,925 | 0 |
| Oct 2022 | $21.1B | $21.1B | $0 | 1,925 | 0 |
| Jun 2022 | $21.1B | $21.1B | $0 | 1,925 | 0 |
| Jun 2022 | $21.1B | $21.1B | $0 | 1,925 | 0 |
| May 2022 | $21.1B | $21.1B | $0 | 1,925 | 0 |
| Mar 2022 | $21.1B | $21.1B | $0 | 1,925 | 0 |
| Jul 2021 | $14.2B | $14.2B | $0 | 1,729 | 0 |
| Jun 2021 | $14.2B | $14.2B | $0 | 1,729 | 0 |
| May 2021 | $14.2B | $14.2B | $0 | 1,729 | 0 |
| Apr 2021 | $14.2B | $14.2B | $0 | 1,729 | 0 |
| Mar 2021 | $14.2B | $14.2B | $0 | 1,729 | 0 |
| Dec 2020 | $9.1B | $9.1B | $0 | 980 | 0 |
| Oct 2020 | $9.1B | $9.1B | $0 | 980 | 0 |
| Sep 2020 | $9.1B | $9.1B | $0 | 980 | 0 |
| Aug 2020 | $9.1B | $9.1B | $0 | 980 | 0 |
| Jun 2020 | $9.1B | $9.1B | $0 | 980 | 0 |
| Jun 2020 | $9.1B | $9.1B | $0 | 980 | 0 |
| Mar 2020 | $9.1B | $9.1B | $0 | 980 | 0 |
| Mar 2020 | $5.6B | $5.6B | $0 | 924 | 0 |
| Mar 2020 | $5.6B | $5.6B | $0 | 924 | 0 |
| Dec 2019 | $5.6B | $5.6B | $0 | 924 | 0 |
| Nov 2019 | $5.6B | $5.6B | $0 | 924 | 0 |
| Oct 2019 | $5.6B | $5.6B | $0 | 924 | 0 |
| Aug 2019 | $5.6B | $5.6B | $0 | 924 | 0 |
| Aug 2019 | $5.6B | $5.6B | $0 | 924 | 0 |
| Jul 2019 | $5.6B | $5.6B | $0 | 924 | 0 |
| Jun 2019 | $5.6B | $5.6B | $0 | 924 | 0 |
| Mar 2019 | $5.6B | $5.6B | $0 | 924 | 0 |
| Mar 2019 | $4.3B | $4.3B | $0 | 998 | 0 |
| Sep 2018 | $4.3B | $4.3B | $0 | 998 | 0 |
| Mar 2018 | $4.3B | $4.3B | $0 | 998 | 0 |
| Oct 2017 | $2.3B | $2.3B | $0 | 697 | 0 |
| Aug 2017 | $2.3B | $2.3B | $0 | 697 | 11,500 |
| Jul 2017 | $2.3B | $2.3B | $0 | 697 | 11,500 |
| Jun 2017 | $2.3B | $2.3B | $0 | 697 | 11,500 |
| Jun 2017 | $2.3B | $2.3B | $0 | 697 | 11,500 |
| May 2017 | $2.3B | $2.3B | $0 | 697 | 11,500 |
| May 2017 | $2.3B | $2.3B | $0 | 697 | 11,500 |
| Mar 2017 | $2.3B | $2.3B | $0 | 697 | 11,500 |
| Mar 2017 | $1.5B | $1.5B | $0 | 831 | 7,500 |
| Mar 2017 | $1.5B | $1.5B | $0 | 831 | 7,500 |
| Jan 2017 | $1.5B | $1.5B | $0 | 831 | 7,500 |
| Dec 2016 | $1.5B | $1.5B | $0 | 831 | 7,500 |
| Nov 2016 | $1.5B | $1.5B | $0 | 831 | 7,500 |
| Nov 2016 | $1.5B | $1.5B | $0 | 831 | 7,500 |
| Oct 2016 | $1.5B | $1.5B | $0 | 831 | 7,500 |
| Oct 2016 | $1.5B | $1.5B | $0 | 831 | 7,500 |
| Aug 2016 | $1.5B | $1.5B | $0 | 831 | 7,500 |
| Aug 2016 | $1.5B | $1.5B | $0 | 831 | 7,500 |
| Aug 2016 | $1.5B | $1.5B | $0 | 831 | 7,500 |
| Jun 2016 | $1.5B | $1.5B | $0 | 831 | 7,500 |
| Mar 2016 | $1.5B | $1.5B | $0 | 831 | 7,500 |
| Feb 2016 | $1.5B | $1.5B | $0 | 831 | 7,500 |
| Jan 2016 | $1.5B | $1.5B | $0 | 831 | 7,500 |
| Jan 2016 | $1.3B | $1.3B | $0 | 758 | 6,410 |
| Jan 2016 | $1.3B | $1.3B | $0 | 758 | 6,410 |
| Oct 2015 | $1.3B | $1.3B | $0 | 758 | 6,410 |
| Oct 2015 | $1.3B | $1.3B | $0 | 758 | 6,410 |
| Sep 2015 | $1.3B | $1.3B | $0 | 758 | 6,410 |
| Mar 2015 | $1.3B | $1.3B | $0 | 758 | 6,410 |
| Dec 2014 | $576.1K | $576.1K | $0 | 615 | 74,400 |
| Aug 2014 | $576.1K | $576.1K | $0 | 615 | 74,400 |
| May 2014 | $576.1K | $576.1K | $0 | 615 | 74,400 |
| Mar 2014 | $576.1K | $576.1K | $0 | 615 | 74,400 |
| Apr 2013 | $9.5B | $4B | $5.5B | 625 | 8,645 |
| Mar 2011 | $0 | $0 | $0 | 51 | -- |
| Feb 2011 | $0 | $0 | $0 | 51 | -- |
| Oct 2010 | $0 | $0 | $0 | 51 | -- |
| Jun 2010 | $0 | $0 | $0 | 51 | -- |
| Jun 2010 | $0 | $0 | $0 | 51 | -- |
| Jun 2010 | $0 | $0 | $0 | 51 | -- |
| Jun 2010 | $0 | $0 | $0 | 51 | -- |
DateNov 2022
Total AUM$21.1B
Discretionary$21.1B
Non-Disc.$0
Employees1,925
Clients0
DateOct 2022
Total AUM$21.1B
Discretionary$21.1B
Non-Disc.$0
Employees1,925
Clients0
DateJun 2022
Total AUM$21.1B
Discretionary$21.1B
Non-Disc.$0
Employees1,925
Clients0
DateJun 2022
Total AUM$21.1B
Discretionary$21.1B
Non-Disc.$0
Employees1,925
Clients0
DateMay 2022
Total AUM$21.1B
Discretionary$21.1B
Non-Disc.$0
Employees1,925
Clients0
DateMar 2022
Total AUM$21.1B
Discretionary$21.1B
Non-Disc.$0
Employees1,925
Clients0
DateJul 2021
Total AUM$14.2B
Discretionary$14.2B
Non-Disc.$0
Employees1,729
Clients0
DateJun 2021
Total AUM$14.2B
Discretionary$14.2B
Non-Disc.$0
Employees1,729
Clients0
DateMay 2021
Total AUM$14.2B
Discretionary$14.2B
Non-Disc.$0
Employees1,729
Clients0
DateApr 2021
Total AUM$14.2B
Discretionary$14.2B
Non-Disc.$0
Employees1,729
Clients0
DateMar 2021
Total AUM$14.2B
Discretionary$14.2B
Non-Disc.$0
Employees1,729
Clients0
DateDec 2020
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees980
Clients0
DateOct 2020
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees980
Clients0
DateSep 2020
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees980
Clients0
DateAug 2020
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees980
Clients0
DateJun 2020
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees980
Clients0
DateJun 2020
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees980
Clients0
DateMar 2020
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees980
Clients0
DateMar 2020
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees924
Clients0
DateMar 2020
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees924
Clients0
DateDec 2019
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees924
Clients0
DateNov 2019
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees924
Clients0
DateOct 2019
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees924
Clients0
DateAug 2019
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees924
Clients0
DateAug 2019
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees924
Clients0
DateJul 2019
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees924
Clients0
DateJun 2019
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees924
Clients0
DateMar 2019
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees924
Clients0
DateMar 2019
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees998
Clients0
DateSep 2018
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees998
Clients0
DateMar 2018
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees998
Clients0
DateOct 2017
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees697
Clients0
DateAug 2017
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees697
Clients11,500
DateJul 2017
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees697
Clients11,500
DateJun 2017
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees697
Clients11,500
DateJun 2017
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees697
Clients11,500
DateMay 2017
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees697
Clients11,500
DateMay 2017
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees697
Clients11,500
DateMar 2017
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees697
Clients11,500
DateMar 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees831
Clients7,500
DateMar 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees831
Clients7,500
DateJan 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees831
Clients7,500
DateDec 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees831
Clients7,500
DateNov 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees831
Clients7,500
DateNov 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees831
Clients7,500
DateOct 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees831
Clients7,500
DateOct 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees831
Clients7,500
DateAug 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees831
Clients7,500
DateAug 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees831
Clients7,500
DateAug 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees831
Clients7,500
DateJun 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees831
Clients7,500
DateMar 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees831
Clients7,500
DateFeb 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees831
Clients7,500
DateJan 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees831
Clients7,500
DateJan 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees758
Clients6,410
DateJan 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees758
Clients6,410
DateOct 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees758
Clients6,410
DateOct 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees758
Clients6,410
DateSep 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees758
Clients6,410
DateMar 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees758
Clients6,410
DateDec 2014
Total AUM$576.1K
Discretionary$576.1K
Non-Disc.$0
Employees615
Clients74,400
DateAug 2014
Total AUM$576.1K
Discretionary$576.1K
Non-Disc.$0
Employees615
Clients74,400
DateMay 2014
Total AUM$576.1K
Discretionary$576.1K
Non-Disc.$0
Employees615
Clients74,400
DateMar 2014
Total AUM$576.1K
Discretionary$576.1K
Non-Disc.$0
Employees615
Clients74,400
DateApr 2013
Total AUM$9.5B
Discretionary$4B
Non-Disc.$5.5B
Employees625
Clients8,645
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--