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SKY Vision Wealth Management Corp.

SKY Vision Wealth Management Corp.. CRD 317320

S

CRD: 317320

SKY Vision Wealth Management Corp.

Irvine, CA, 92620
(626) 437-1436
$52.8M Total AUM
$52.8M Disc. AUM
-22.5% 3Y CAGR
2 Employees
78 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Morgan Stanley
Clients
Retail and Institutional
Platforms
--
Established Date
01-10-2022
Office Locations
1

Office Locations

780 Roosevelt Irvine CA

About SKY Vision Wealth Management Corp.

SKY Vision Wealth Management Corp. is a Irvine-based RIA. The firm has been operating for 4 years. Managing $52.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley.

Team overview

-- AVG AGE
$26.4M AVG AUM / ADVISOR
$677.3K AVG AUM / CLIENT
3.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
4yrs Firm Age

Insights

Available
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Asset Classes

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

K

Kana Z Liu

Chief Compliance Officer

CRD
#7478104
Ownership
Less than 5%
Available
Available
Available

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Contacts

B

BING CAO

--

CRD
#7223374
Available
Available
Available
H

HOWARD HONG YE

--

CRD
#2639790
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-16-2022
03-30-2023
03-31-2024
03-30-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $52,827,000 $677,269
Non-Discretionary $0 --
Total $52,827,000 $677,269

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
U.S. Government/Agency:
Available
Public Funds:
Available
Cash:
Available
Private Funds:
Available
Corporate - Investment Grade:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
U.S. Government/Agency Available Available
Public Funds Available Available
Cash Available Available
Private Funds Available Available
Corporate - Investment Grade Available Available
Total Available Available

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