VISION WEALTH ADVISORS, LLC

VISION WEALTH ADVISORS, LLC of LEWISBURG, PA is an SEC-registered investment adviser (CRD 330228). Regulatory assets under management: $81.5M.

Registration

• CRD: 330228
• Type: Registered investment adviser
• Location: 57 REITZ BLVD, LEWISBURG, PA, 17837
• Phone: 570-524-0120
• Latest filing: 2026-04-22
• Regulatory AUM: $81.5M
• Discretionary AUM: $81.5M
• Clients: 2
• Accounts: 462

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330228 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search