# VISION2020 WEALTH MANAGEMENT CORP.

VISION2020 WEALTH MANAGEMENT CORP. of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 154149
- Type: SEC-registered investment adviser
- SEC file number: 801-71541
- Location: 18700 N. HAYDEN RD., SUITE 255, SCOTTSDALE, AZ, 85255
- Phone: 800-552-3319
- Latest filing: 2026-07-30

## Business model

- Compensation: % of AUM
- Clients served: Charities

## Officers, owners & control persons (32)

_Showing 25 of 32 people._

| Name | Role | Location |
| --- | --- | --- |
| Milton Ralph Berlinski | GENERAL PARTNER; INVESTMENT MANAGER; MEMBER (+1 more) | New York, NY |
| Matthew Adam Schlueter | CHIEF EXECUTIVE OFFICER, PRESIDENT; CHIEF EXECUTIVE OFFICER, PRESIDENT, DIRECTOR | Atlanta, GA |
| James Dale Price | CHAIRMAN, DIRECTOR | Phonix, AZ |
| Shawn Michael Mihal | SVP, CHIEF COMPLIANCE OFFICER | — |
| Christopher Mills Mitchell | CORPORATE TREASURER, FINANCIAL PRINCIPAL | — |
| David Andrew Schmidt | TREASURER | — |
| Iryna Yakovlevna Northrip | SVP, CHIEF COMPLIANCE OFFICER | — |
| Timothy Robert Hodge | CHIEF OPERATIONS OFFICER | — |
| SCHLUETER MATTHEW ADAM | CHIEF EXECUTIVE OFFICER AND PRESIDENT; CHIEF EXECUTIVE OFFICER, PRESIDENT AND DIRECTOR; CHIEF EXECUTIVE OFFICER, PRESIDENT, DIRECTOR (+1 more) | — |
| ROTH RALPH LAWRENCE | CHAIRMAN AND DIRECTOR; CHIEF EXECUTIVE OFFICER | — |
| HAMEL CYNTHIA A | DIRECTOR, CHIEF OPERATIONS OFFICER, EVP | — |
| SORKIN NOAH DAVID | EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND SECRETARY; EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL, SECRETARY; SENIOR VICE PRESIDENT, GENERAL COUNSEL, SECRETARY AND DIRECTOR | — |
| PRICE JAMES DALE | CHAIRMAN; CHAIRMAN, DIRECTOR | — |
| BROWN VALERIE GAY | CHAIRPERSON; EXECUTIVE CHAIRMAN | — |
| GOODALL KENNETH RAY | CHIEF COMPLIANCE OFFICER | — |
| NEARY JOSEPH DANIEL | CHIEF COMPLIANCE OFFICER | — |
| MCGINNIS ERICA MAJA | CHAIRPERSON; CHAIRPERSON AND DIRECTOR; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| DAHMEN CRAIG HAROLD | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, ASSISTANT TREASURER AND DIRECTOR; SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER AND DIRECTOR | — |
| KEEFE KEVIN MICHAEL | PRESIDENT; PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| GULDNER ROBERT JOHN | CHIEF COMPLIANCE OFFICER INVESTMENT ADVISORY AND DIRECTOR; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER AND DIRECTOR | — |
| VASSALLO MARK FRANCIS | MANAGING MEMBER | — |
| MCKENNA NINA SCHLOESSER | EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL, SECRETARY | — |
| BERLINSKI MILTON RALPH | GENERAL PARTNER; INVESTMENT MANAGER; MEMBER (+1 more) | — |
| NORTHRIP IRYNA YAKOVLEVNA | CHIEF COMPLIANCE OFFICER-IA; SVP, CHIEF COMPLIANCE OFFICER | — |
| WASTEK GREGORY STEPHEN | DIRECTOR & INTERIM CHIEF COMPLIANCE OFFICER; DIRECTOR & INTERIM CHIEF COMPLIANCE OFFICER - IA | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154149/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154149/similar
- Related entities: https://search.stillhousedata.com/firm/154149/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154149

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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.