# FINANCIAL VISION LLC

FINANCIAL VISION LLC of GOLETA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 123659
- Type: SEC-registered investment adviser
- SEC file number: 801-61578
- Location: 5290 OVERPASS RD, GOLETA, CA, 93111
- Phone: 805-899-1245
- Latest filing: 2026-03-25
- Regulatory AUM: $82.0M
- Discretionary AUM: $78.2M
- Non-discretionary AUM: $3.8M
- Clients: 2
- Accounts: 122

## Business model

- Compensation: Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| YAGER MARCEE PITTMAN | MANAGING MEMBER; PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| YAGER WARREN DAVID | COO; COO, CHIEF COMPLIANCE OFFICER | — |
| NOARD KENT ELLISON | MANAGING MEMBER | — |
| YAGER MARCEE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123659/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123659/similar
- Related entities: https://search.stillhousedata.com/firm/123659/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123659

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.