RIA Intel›Advisers›Wisconsin›VISION FINANCIAL SERVICES LLC

VISION FINANCIAL SERVICES LLC

Advisory

WI

Data as of Feb 26, 2026 · Source: SEC Form ADV

Rank in WI

#349

of 354 advisers by AUM

Average account

$81K

across 425 accounts

AUM per adviser

$34M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$34M

Discretionary AUM$0

Non-Discretionary AUM$34M

Discretionary %0%

Total Clients84

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, WI

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

84 clients

13 high-net-worth

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

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

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BILTMORE INVESTMENT MANAGEMENT, LLC

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