Vision Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,720,000
Total clients
203
0% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
203
Average account size
$57,734
About
The firm provides discretionary portfolio management and investment supervisory services to individuals, high‑net‑worth individuals, pension and profit‑sharing plans, and business entities. It manages approximately $11.7 million in discretionary assets and prepares an individualized Investment Policy Statement for each client to guide asset allocation, security selection, and ongoing monitoring.
The firm combines fundamental and technical analysis and implements both long‑term and active trading strategies, including short‑term trading, short sales, margin transactions, and options writing. It operates with written discretionary authority from clients, conducts at least quarterly reviews, and relies on custodian statements for monthly reporting to clients.
Notably, the firm’s use of short sales, margin and options strategies is less common among smaller advisory practices, and it requires clients to use its recommended custodian rather than accepting directed brokerage — a choice the firm acknowledges may limit its ability to achieve most favorable execution. The firm does not participate in wrap programs, has no account minimum, and maintains a written Code of Ethics and procedures intended to address potential conflicts from personal trading.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Fee options
1.25% annually
Main office location
Vision Wealth Advisors LLC
11912 Slide Rd., Suite B
Lubbock TX 79424, United States
Number of offices
1
Most active in
Vision Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")