Sky Vision Wealth, LLC
Sky Vision Wealth, LLC (CRD# 317010) is a financial advisory firm headquartered in Columbus, OH. They manage $25,025,380 in 144 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management25MILLION
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Total Number of Accounts144ACCOUNTS
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Average Account Value$173,787
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, TX
Financial Advisors at Sky Vision Wealth, LLC
1
Adam Smetzer (CRD# 5628049) is an Investment Advisor Representative working at Sky Vision Wealth, LLC in Columbus, OH and has over 13 years of experience in the finance industry.
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