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Vision Wealth Planning
Vision Wealth Planning, LLC is an SEC-registered investment adviser in Glen Allen, VA. The firm manages approximately $66 million in regulatory assets.
Vision Wealth Planning
Vision Wealth Planning, LLC is an SEC-registered investment adviser in Glen Allen, VA. The firm manages approximately $66 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Frequently asked questions
Who runs investment decisions at Vision Wealth Planning?
Vision Wealth Planning does not publicly name specific principals or investment committee members. As an RIA, investment decisions are made by the firm's advisory team under fiduciary obligation, but individual names are not disclosed in public materials.
Is Vision Wealth Planning a single-family office or a multi-family office?
The firm functions as a multi-family office, serving multiple high-net-worth families rather than a single wealth origin. Its RIA structure supports a client base of unrelated families, each receiving tailored planning and investment services.
What services does Vision Wealth Planning provide beyond investment management?
The firm offers integrated financial planning, estate planning, tax strategy, retirement planning, and risk management. This holistic approach distinguishes it from pure asset managers by coordinating multiple aspects of family wealth across a single relationship.
Does Vision Wealth Planning invest in alternative assets or direct deals?
The firm's public materials do not describe alternative asset or direct-deal investing. Its model appears concentrated on traditional portfolio management through publicly traded securities and managed accounts, executed via external custodians.
What is the minimum asset threshold for clients?
Vision Wealth Planning does not publicly disclose a minimum account size. As an RIA serving high-net-worth families, such thresholds are typically set on a case-by-case basis and are not advertised.
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