Viso Wealth Management LLC

Overview

Viso Wealth Management LLC is a small, privately held advisory firm organized as an LLC that provides financial planning and portfolio management services to individuals and small businesses. The firm runs a fee model made up of percentage-of-AUM and fixed fees. Its SEC filing classifies the practice as focused on discretionary portfolio management; the ADV reports $10.2M in discretionary assets. Investment activity emphasizes equities, with exchange‑traded securities identified as the most used asset type. The firm is not flagged as an active ESG investor, is not a multi‑state adviser, and does not position itself as a capital allocator or pension consultant. Viso Wealth’s client emphasis and business activities point to a traditional RIA playbook: core equity exposure delivered via separate managed accounts and pooled vehicles, combined with financial planning for owner‑clients. The firm reports use of third‑party external alternative managers and mutual funds to supplement core public market exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices