# Viso Wealth Management

Viso Wealth Management is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/kevinmegargel

## Regulatory record

- **CRD number:** 336227
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336227

## About

VISO WEALTH MANAGEMENT LLC is a state-registered investment adviser with $10 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Sectors

- Wealth Management

## Questions

### Which sectors does Viso Wealth Management explicitly avoid?

No sector exclusions are publicly documented. Multi-family offices commonly incorporate client-specific values into portfolio decisions, but Viso has not disclosed any explicit negative screens or ESG mandates in public filings.

## Related profiles

- [Julien Wealth Advisors](https://altss.com/profile/julien-wealth-advisors-llc)
- [Noble Street Wealth Management](https://altss.com/profile/noble-street-wealth-management)

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Last updated: 2026-07-06T01:24:28.338Z

Canonical page: https://altss.com/profile/viso-wealth-management-llc

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