Bank / Wealth / TrustRIA · CRD 317320SEC-Registered

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Sky Vision Wealth Management

Sky Vision Wealth, LLC is an independent fee-only financial planning firm located in Columbus, Ohio. It specializes in retirement planning and investment...

Sky Vision Wealth Management logo

Sky Vision Wealth Management

Sky Vision Wealth, LLC is an independent fee-only financial planning firm located in Columbus, Ohio. It specializes in retirement planning and investment management for high net worth individuals, corporate executives, and retirees. Its mission is to be the leading advisory firm for those seeking to preserve, organize, and grow their wealth.

General information

Firm type

Bank / Wealth / Trust

Year founded

2022

Location

Region

North America

Country

United States

City

Irvine

Corporate office

Irvine, CA, United States

Principals

Adam J. Smetzer

Founder & Managing Member

Garrett D. Thompson

Associate Wealth Advisor

Frequently asked questions

What is Sky Vision Wealth Management?

Sky Vision Wealth Management is a bank / wealth / trust headquartered in Irvine, United States.

When was Sky Vision Wealth Management founded?

Sky Vision Wealth Management was founded in 2022.

Where is Sky Vision Wealth Management headquartered?

Sky Vision Wealth Management is headquartered in Irvine, United States, in the North America region.

What does Altss track for Sky Vision Wealth Management?

Altss maintains an OSINT-verified profile of Sky Vision Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is Sky Vision Wealth Management's website?

Sky Vision Wealth Management's public website is skyvisionwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Sky Vision Wealth Management?

Sky Vision Wealth Management is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.

How does Altss source intelligence on Sky Vision Wealth Management?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Sky Vision Wealth Management's Altss profile last updated?

Sky Vision Wealth Management's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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