RIA Intel›Advisers›Michigan›VISION WEALTH MANAGEMENT, INC.

VISION WEALTH MANAGEMENT, INC.

Advisory

COMMERCE TWP, MI

Data as of Jun 15, 2026 · Source: SEC Form ADV

Rank in MI
#429
of 521 advisers by AUM
Average account
$196K
across 416 accounts
AUM per adviser
$41M
2 advisers

Source: SEC Form ADV. Figures as filed Jun 15, 2026.

Total AUM
$81M
Discretionary %
100%
Clients
416
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$81M
Discretionary AUM$81M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients416
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL, IL, IN, MI, TN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

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

ACTIVA ASSET MANAGEMENT, LLC
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$82M
-64.1% 1Y
TRP CAPITAL ADVISORS, LLC
BIRMINGHAM, MI
$82M
-67.8% 1Y
SMART MONEY FINANCIAL ADVISORS, LLC
STERLING HEIGHTS, MI
$80M
GPS FINANCIAL GROUP, LLC
GRAND RAPIDS, MI
$80M
FAIRLANE INVESTMENT ADVISORS INC
NORTHVILLE, MI
$80M
-13.8% 1Y
O'CONNOR FINANCIAL GROUP, LLC
$83M

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