SKY VISION WEALTH MANAGEMENT CORP.
CRD #317320 SEC #801-123010 IRVINE, CA 626-437-1436
SEC Registered
Total AUM
$106M
Discretionary
$79M
Employees
2
Clients
0
Accounts
77
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $106M | $79M | $27M | 2 | 0 |
| Mar 2024 | $112.3M | $100.2M | $12M | 3 | 0 |
| Mar 2023 | $113.4M | $113.4M | $0 | 3 | 0 |
| Nov 2022 | $102.5M | $18.1M | $84.4M | 2 | 0 |
| Jun 2022 | $102.5M | $18.1M | $84.4M | 2 | 0 |
| May 2022 | $102.5M | $18.1M | $84.4M | 2 | 0 |
| Feb 2022 | $0 | $0 | $0 | 2 | 0 |
| Dec 2021 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$106M
Discretionary$79M
Non-Disc.$27M
Employees2
Clients0
DateMar 2024
Total AUM$112.3M
Discretionary$100.2M
Non-Disc.$12M
Employees3
Clients0
DateMar 2023
Total AUM$113.4M
Discretionary$113.4M
Non-Disc.$0
Employees3
Clients0
DateNov 2022
Total AUM$102.5M
Discretionary$18.1M
Non-Disc.$84.4M
Employees2
Clients0
DateJun 2022
Total AUM$102.5M
Discretionary$18.1M
Non-Disc.$84.4M
Employees2
Clients0
DateMay 2022
Total AUM$102.5M
Discretionary$18.1M
Non-Disc.$84.4M
Employees2
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0