$66.2M Total AUM
$66.2M Disc. AUM
-- 3Y CAGR
2 Employees
25 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-19-2012
- Office Locations
- 1
Office Locations
4860 COX Road Suite 200 Glen Allen VA
About Vision Wealth Planning, LLC
Vision Wealth Planning, LLC is an independent fiduciary RIA serving individuals and families with integrated financial planning and investment management, including tax planning, estate planning, and philanthropy. Portfolios are primarily implemented with ETFs, and clients have access to an online portal/vault; custody includes Charles Schwab.
Team overview
56 AVG AGE
$66.2M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
13.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MARK GREGORY SMITH
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #2060446
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,238,605 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,238,605 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing