RIA Intel›Advisers›Pennsylvania›VISION WEALTH ADVISORS, LLC

VISION WEALTH ADVISORS, LLC

Advisory

LEWISBURG, PA

Data as of Apr 22, 2026 · Source: SEC Form ADV

Rank in PA

#912

of 1,528 advisers by AUM

Average account

$176K

across 462 accounts

AUM per adviser

$82M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 22, 2026.

Total AUM

$82M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$82M

Discretionary AUM$82M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients187

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA, TX

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

187 clients

17 high-net-worth

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

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