VISION FINANCIAL MANAGEMENT, LLC
CRD #170003 SEC #801-133721 CUYAHOGA FALLS, OH 330-929-9900
SEC Registered
Total AUM
$120M
Discretionary
$120M
Employees
4
Clients
251
Accounts
547
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $120M | $120M | $0 | 4 | 61 |
| May 2025 | $120M | $120M | $0 | 4 | 61 |
DateJul 2025
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees4
Clients61
DateMay 2025
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees4
Clients61