Sky Vision Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$35,114,964
Clients
51
24% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
51
HighAverage account size
$688,529
About
Sky Vision Wealth serves individual investors as well as employer-sponsored retirement plans and other business clients, offering comprehensive portfolio management and retirement plan consulting. Its advisory services cover a broad set of instruments, including individual stocks, bonds, ETFs, mutual funds, options and certain private investments, alongside financial planning and participant education for plan sponsors.
The firm describes a multi-method investment process that incorporates fundamental, technical, quantitative, sector and cyclical analysis, and implements asset-allocation approaches that can be strategic, dynamic, tactical or core-satellite with periodic rebalancing and duration management. It discloses the use of options and other derivatives in managed accounts and outlines the attendant risks such as time decay and rapid price movements.
Noteworthy distinctions include an active retirement plan/pension consulting practice that acknowledges ERISA fiduciary responsibilities and a principal who is a Certified Public Accountant offering separate tax preparation and planning services to clients. The brochure also states the firm presents performance information, including hypothetical results, and includes the standard caution that past performance is not a guarantee of future returns.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Real estate investing
Fee options
$0 - $750,000: 0.90% Over $750,000+: 0.50%
Account minimum: $100,000
Main office location
Sky Vision Wealth, LLC
445 Hutchinson Ave., Suite 125
Columbus OH 43235, United States
Number of offices
1
Most active in
Sky Vision Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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