Vision Wealth Advisors, LLC
Firm details
- Headquarters
- Lewisburg, Pennsylvania
- CRD number
- 330228
- Website
- visionwealthadvisor.com
- Custodians
- ALTRUIST FINANCIAL LLC, LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals60.32%
- HNWI38.12%
- Other1.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Vision Wealth Advisors, LLC is an independent, individually owned registered investment advisory firm operating as an LLC. The firm positions itself as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Its fee arrangements include assets-under-management fees as well as hourly and fixed-fee engagements. Vision Wealth Advisors does not identify as an active ESG investor and is not listed as a multi-state adviser in the available data.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds95%
- Exchange Traded Equities4%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Justin Buttrick
Founder and Chief Compliance Officer (CCO)CRD 5625453
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lewisburg, PA
Union
Location
Lewisburg, PA
Headquartered in Lewisburg, PA, anchoring the Bloomsburg-Berwick-Sunbury, PA metro in the Northeast.
- Metro area
- Bloomsburg-Berwick-Sunbury, PA
- Region
- Northeast
- County
- Union
- Address
- 57 Reitz Blvd
- Time zone
- ET (UTC-5)
- Office locations
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