CRD: 330228
Vision Wealth Advisors, LLC
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- Custodian
- Altruist · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-28-2024
- Office Locations
- 1
Office Locations
About Vision Wealth Advisors, LLC
Vision Wealth Advisors, LLC is an investment adviser based in Lewisburg, PA led by CFP® professional and founder Justin Buttrick. The firm provides one-on-one financial planning, investment management, retirement and tax planning, and consulting for small business owners (cash flow, debt, and major purchase decisions). A key niche is SERS/PSERS benefit planning for Pennsylvania state employees; custodians include LPL Financial.
Team overview
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Investment Vehicles
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Owner & Executives
JUSTIN CHANDLER BUTTRICK
Chief Compliance Officer, FOUNDER, President
- CRD
- #5625453
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,518,710 | -- |
| Non-Discretionary | $0 | -- |
| Total | $81,518,710 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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