VISION WEALTH PLANNING, LLC

VISION WEALTH PLANNING, LLC of GLEN ALLEN, VA is an SEC-registered investment adviser (CRD 165456). Regulatory assets under management: $66.2M.

Registration

• CRD: 165456
• Type: Registered investment adviser
• Location: 4860 COX ROAD, GLEN ALLEN, VA, 23060
• Phone: (804) 368-0854
• Latest filing: 2026-02-12
• Regulatory AUM: $66.2M
• Discretionary AUM: $66.2M
• Clients: 2
• Accounts: 80

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165456 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search