SKY Vision Wealth Management Corp.
Firm details
- Headquarters
- Irvine, California
- CRD number
- 317320
- Registered since
- January 10, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.23%
- Corporations / Businesses16.03%
- Individuals5.73%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
SKY Vision Wealth Management Corp. is an independent, SEC‑registered advisory corporation that opened in 2022. The firm operates as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Ownership is listed as a mix of a foreign entity and an individual. Its fee model is mixed—percentage of assets under management supplemented by hourly and fixed fees—reflecting a blend of ongoing advisory relationships and project or planning engagements. The firm does not position itself as an active ESG investor and is not registered as a multistate adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds69%
- Public Funds/Mutual Funds11%
- Exchange Traded Equities10%
- Cash & Cash Equivalents6%
- Private Funds4%
Owners & executives
1 of 1Kana Liu
Chief Compliance OfficerCRD 7478104
Contacts
2 of 2Bing Cao
Insurance AgentCRD 7223374
Howard Ye
Registered RepresentativeCRD 2639790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Irvine, CA
Orange
Location
Irvine, CA
Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 780 Roosevelt
- Time zone
- PT (UTC-8)
- Office locations
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