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VISION WEALTH ADVISORS, LLC
CRD 330228File 801-137658
APPROVED
Retail clients
Filing as of Nov 6, 2026
Feed vintage Nov 10, 2026
Regulatory AUM
$104.6M
Bottom 25% of cohort (national)
Discretionary AUM
$104.6M
Clients
201
472 accounts
Employees
2
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 9, 2026
- Principal office
- 57 REITZ BLVD, SUITE 200, LEWISBURG, PA, 17837
- Phone
- 570-524-0120
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $104.6M
- Discretionary AUM
- $104.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 472
- Non-discretionary accounts
- 0
- Total accounts
- 472
- AUM per client
- $520K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 28 | $53.8M |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 173 | $50.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Fees as stated in brochure
ADV Part 2A Item 5Loading brochure…
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Nov 10, 2026 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VISION WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VISION WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.