# Vision Wealth Management

Vision Wealth Management is a Bank / Wealth / Trust based in Grand Junction, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Grand Junction, United States
- **Region:** North America
- **Address:** Broadview Heights, OH, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** visionwm.ca
- **LinkedIn:** https://www.linkedin.com/company/visionwmg

## About

Vision Wealth Management was established in 2022 and is headquartered in Broadview Heights, Ohio. The firm provides discretionary investment advisory services to individuals and high-net-worth clients. The wealth-origin base is unstated; the firm operates as an independent service provider rather than a single-family or multi-family office structure. The firm's disclosed strategy centers on direct, discretionary management of client portfolios. Public records indicate a focus on individual wealth management rather than institutional asset gathering, pooled fund vehicles, or alternative-asset origination. The firm's regulatory filings do not specify target asset classes, but a standard RIA of this type typically allocates across equities, fixed income, and third-party ETFs or mutual funds. No named portfolio companies, direct co-investments, or proprietary fund structures are publicly disclosed, and the firm's geographic footprint appears concentrated in the US Midwest. Scale and team size are not publicly reported. The firm maintains a single office in Broadview Heights, Ohio, with no additional offices or adjacent vehicles — such as philanthropic foundations, real-asset arms, or operating companies — identified in its SEC registration or website. No dated operational event from the last 24 months is verifiable beyond the firm's initial 2022 registration. Vision Wealth Management's structural posture is that of a conventional registered investment advisor — no hybrid fund-management overlay, no co-investment club, and no disclosed institutional allocation channel. That simplicity is itself the differentiator: a sub-scale, founder-led RIA competing on personal relationships in a local market.

## Questions

### Who runs investment decisions at Vision Wealth Management?

Vision Wealth Management has not publicly named its principals or investment committee in its regulatory filings or on its primary website. The firm's SEC registration confirms it provides discretionary advisory services, but the individuals authorized to make investment decisions on behalf of clients are not publicly identified.

### What is Vision Wealth Management's known geographic coverage?

The firm's sole office is in Broadview Heights, Ohio, and its client-facing disclosures suggest a regional focus. No additional offices or international operations have been identified, and marketing materials are concentrated on the Great Lakes and broader Midwest region.

### What is Vision Wealth Management's AUM, and has it been publicly disclosed?

Vision Wealth Management has not publicly disclosed its regulatory assets under management. SEC filings for firms of this size and structure are often below the mandatory detailed reporting thresholds, and no subsequent AUM figure has been cited by external publications or the firm itself.

## Related profiles

- [Vision Capital Partners](https://altss.com/profile/vision-capital-partners)
- [VISION2020 Wealth Management](https://altss.com/profile/vision2020-wealth-management-corp)

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Last updated: 2026-06-03T20:00:00.000Z

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