# VISION2020 Wealth Management

VISION2020 Wealth Management is a Bank / Wealth / Trust based in Scottsdale, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Address:** Scottsdale, AZ, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** vision2020wealth.com
- **LinkedIn:** linkedin.com/company/ivision2020

## Regulatory record

- **CRD number:** 154149
- **SEC file number:** 801-71541
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154149

## About

VISION2020 Wealth Management Corp. is an SEC-registered investment adviser in Scottsdale, Arizona, established in 2010. It has maintained registration since then.

## Questions

### Does the firm have any institutional capital or is it purely a private wealth manager?

There is no public evidence that VISION2020 manages institutional capital — no pension fund, endowment, or foundation mandates appear in public databases, and the firm does not market an institutional practice. This aligns with a boutique structure focused exclusively on private client wealth.

### How can an external manager or GP engage VISION2020 as a potential allocator?

With no public-facing investment team, no disclosed RFI process, and no conference presence, the only viable path is a warm introduction through a shared professional intermediary in the Scottsdale wealth community. Cold outreach through traditional institutional marketing channels is unlikely to reach a decision-maker given the firm's deliberately low profile.

### Does VISION2020 invest directly or use third-party managers?

The firm has not disclosed whether it operates a direct-investment mandate, a manager-of-managers framework, or a hybrid model. For a shop of this apparent size and staffing profile, the most common architecture is an open-architecture platform where the firm acts as an intermediary, allocating client capital across external mutual funds, ETFs, and alternative vehicles while retaining direct discretion over individual securities only in managed account sleeves.

## Related profiles

- [Vision Wealth Management](https://altss.com/profile/vision-wealth-management)
- [VISIS Private Wealth](https://altss.com/profile/visis-private-wealth)

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

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