This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Jackson National Life · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-30-2023
- Office Locations
- 1
Office Locations
About Vision Wealth Management, Inc.
Vision Wealth Management is an independent, fiduciary-focused advisor providing customized wealth management and comprehensive financial planning for individuals and families, with guidance around retirement, wealth building, and legacy goals. The firm emphasizes risk-tolerance-driven, long-term relationships and offers a complimentary financial plan and investment review for new clients. Public filings indicate ETF-centric portfolios complemented by cash and high-quality bonds.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW SCOTT SALTZGABER
Chief Compliance Officer, President, Wealth Management Advisor
- CRD
- #6117651
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
FREDERICK P DEWALD III
--
- CRD
- #5316666
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,354,722 | -- |
| Non-Discretionary | $0 | -- |
| Total | $81,354,722 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing