SKY VISION WEALTH, LLC

Overview

SKY Vision Wealth, LLC is an independent registered investment adviser that launched its SEC registration in 2021 and operates under individual ownership. The firm serves primarily individual and family clients through a fee model based on a percentage of assets under management. Advisory services center on financial planning and discretionary portfolio management for individuals, small businesses and institutions, with pension consulting listed among its capabilities. On the investment side, SKY Vision builds client portfolios largely around public funds and mutual funds as core holdings, while supplementing public exposures with third-party alternative managers when appropriate. The firm is not an active ESG investor and is not designated as a multi-state adviser. Given the firm’s service mix and AUM profile, it appears to take a boutique, hands-on approach to portfolio construction and to outsource specialized private-market exposure to established external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices