SKY VISION WEALTH MANAGEMENT CORP.

Overview

SKY Vision Wealth Management Corp. is an independent registered investment adviser that launched its SEC registration in 2022 and operates as a capital allocator for both individual/family and institutional clients. The firm combines financial planning, portfolio management for individuals and small businesses, and manager selection services. Its fee schedule mixes percentage-of-AUM billing with hourly and fixed-fee arrangements, giving flexibility for different client relationships and engagements. Investment activity shows a dual emphasis: a meaningful allocation to exchange-traded equities alongside a stated preference for fixed-income exposure. As a capital allocator, the firm sources external managers for alternative strategies and uses mutual funds and separately managed account solutions for core public market allocations. SKY Vision is not positioned as an active ESG investor and currently reports a single-state registration footprint.

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Public Holdings

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Location & Offices