SKY Vision Wealth, LLC

Overview

SKY Vision Wealth, LLC is an independent Registered Investment Adviser organized as an LLC and SEC-registered in 2021. The firm is individually owned and positions itself as a fee-based wealth manager serving individuals and families, with advisory capabilities that extend to small businesses and institutional clients. Its stated services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting among its advisory activities; however, the firm is not identified as a pension consultant in its filings. SKY Vision reports it is not an active ESG investor and does not operate as a capital allocator, indicating it sources investment products from external managers rather than running proprietary funds. An accounting relationship is noted among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives