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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WINSTON, ROBERT, STAGG | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WINSTON, ROBERT, STAGG | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jul 29, 2025 REGISTERED
Notice Filings (4)
FL IN OH TX
Address
122 BROAD BLVD.CUYAHOGA FALLS, OH 44221
United States
Phone: 330-929-9900