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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-14-2012
- Office Locations
- 1
Office Locations
About Financial Vision LLC
Financial Vision, LLC is a Connecticut-based wealth management firm serving individuals and families with personalized planning and proactive advice. The team supports pre- and post-retirees with retirement readiness, tax-aware strategies, estate and college planning, and tailored investment solutions, including a dedicated “women’s perspective” planning approach. Recognized via Five Star Wealth Manager and Women’s Choice Award listings.
Reported data analysis
What the numbers show
Between December 15, 2011 and February 23, 2012, reported AUM increased 2.9%, from $48.7M to $50.1M.
Of the latest reported AUM, 72.3% is discretionary and 27.7% is non-discretionary.
The firm reports 2 advisory representatives and 28 clients, or 14 clients per representative. That equates to $2.9M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JOSHUA SEQUOIA YAGER
Chief Compliance Officer, Principal
- CRD
- #2638956
- Ownership
- 75% or more
RYAN DANIEL WOLFSHORNDL
Investment Advisor
- CRD
- #5950446
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,220,000 | $270,448 |
| Non-Discretionary | $3,769,000 | $385,139 |
| Total | $81,989,000 | $294,735 |
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Separately Managed Accounts
SMA allocation detail is available
Financial Vision LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.