VISION FINANCIAL SERVICES LLC

VISION FINANCIAL SERVICES LLC is an SEC-registered investment adviser (CRD 129462). Regulatory assets under management: $34.4M.

Registration

• CRD: 129462
• Type: Registered investment adviser
• Phone: 262-375-8371
• Latest filing: 2026-02-26
• Regulatory AUM: $34.4M
• Non-discretionary AUM: $34.4M
• Clients: 2
• Accounts: 425

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129462 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search