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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2011
- Office Locations
- 1
Office Locations
About Vision Wealth Advisors LLC
Vision Wealth Advisors is a fee-only RIA in Lubbock, TX serving retail individuals and families with comprehensive financial planning and discretionary portfolio management. Portfolios emphasize ETF-based asset allocation with some investment-grade fixed income, and custody includes Charles Schwab/TD Ameritrade. The firm is a Dave Ramsey SmartVestor participant, reflecting a planning-led, conflict-minimized approach.
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Owner & Executives
DANIEL ROBLES
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5487393
- Ownership
- 50% but less than 75%
LISA M. ROBLES
--
- CRD
- --
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,720,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,720,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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