Vision2020 Wealth Management Corp.

Overview

Vision2020 Wealth Management Corp. is a corporation that provides advisory services primarily through a percentage-of-AUM fee model. The firm has been SEC-registered since 2010 and is identified as a capital allocator that selects third-party managers on behalf of clients. Ownership is reported as a combination of a domestic entity and an individual, and the firm operates as a related adviser within a broader set of affiliated businesses. Vision2020 does not position itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives