VISION FINANCIAL MANAGEMENT, LLC
VISION FINANCIAL MANAGEMENT, LLC of CUYAHOGA FALLS, OH is an SEC-registered investment adviser (CRD 170003). Regulatory assets under management: $165.7M.
Registration
- CRD: 170003
- SEC file number: 801-133721
- Type: Registered investment adviser
- Location: 122 BROAD BLVD., CUYAHOGA FALLS, OH, 44221
- Phone: 330-929-9900
- Latest filing: 2026-01-08
- Regulatory AUM: $165.7M
- Discretionary AUM: $165.7M
- Clients: 5
- Accounts: 747
Business model
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Charities.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Robert Stagg Winston | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
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