RIA Intel›Advisers›Washington›VISION CASTING FINANCIAL PLANNING, LLC

VISION CASTING FINANCIAL PLANNING, LLC

Advisory

SPOKANE, WA

Data as of Jul 10, 2026 · Source: SEC Form ADV

Average account

$112K

across 129 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 10, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$13M

Non-Discretionary AUM$2M

Discretionary %89.4%

Total Clients22

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

22 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

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$15M

A5 FINANCIAL LLC

BOTHELL, WA

$15M

VAN RAY FINANCIAL, LLC

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$14M

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