# Sky Vision Wealth Management Corp.

> Sky Vision Wealth Management Corp. is an SEC-registered investment advisory firm in Irvine, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 317320
- Filed as: SKY VISION WEALTH MANAGEMENT CORP.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317320
- AdvisorCensus page: https://advisorcensus.com/firm/sky-vision-wealth-management-corp-irvine-ca-317320

## Quick answers

**How is Sky Vision Wealth Management Corp. compensated?**
On its Form ADV (Item 5.E, October 2026), Sky Vision Wealth Management Corp. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Sky Vision Wealth Management Corp. located?**
Sky Vision Wealth Management Corp.'s principal office is in Irvine, CA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Sky Vision Wealth Management Corp. registered with the SEC or a state?**
Sky Vision Wealth Management Corp. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 317320.

**How much does Sky Vision Wealth Management Corp. manage?**
Sky Vision Wealth Management Corp. reports $101,436,090 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary).

**How have Sky Vision Wealth Management Corp.'s assets and staff changed since 2022?**
In the Form ADV data for Sky Vision Wealth Management Corp.: Regulatory assets under management: $102,520,000 in the October 2022 data and $101,436,090 in the October 2026 data, down 1%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sky Vision Wealth Management Corp. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (70); high net worth individuals (12); corporations or other businesses not listed above (4).

**Which custodians does Sky Vision Wealth Management Corp. use?**
Sky Vision Wealth Management Corp.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Sky Vision Wealth Management Corp. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317320

**Does Sky Vision Wealth Management Corp. state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "There is no account minimum for any of SVWMCs services."

**What changed in Sky Vision Wealth Management Corp.'s recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $52,827,000 to $101,436,090 (+92%). Added an office in Diamond Bar, CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> There is no account minimum for any of SVWMCs services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $101,436,090
- Discretionary: $101,436,090
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 70 | $5,815,808 |
| High net worth individuals | 12 | $79,358,080 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 4 | $16,262,202 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Diamond Bar, CA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $102,520,000 | 2 | June 23, 2022 |
| October 2023 | $113,391,901 | 3 | March 30, 2023 |
| October 2024 | $112,257,879 | 3 | March 31, 2024 |
| October 2025 | $105,972,255 | 2 | March 30, 2025 |
| October 2026 | $101,436,090 | 2 | September 16, 2026 |

Regulatory assets under management: $102,520,000 in the October 2022 data and $101,436,090 in the October 2026 data, down 1%.
Total employees: 2 in October 2022 and 2 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $52,827,000 to $101,436,090 (+92%).
- Added an office in Diamond Bar, CA.

### April 2026
- Regulatory assets under management went from $105,972,255 to $52,827,000 (-50%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sky Vision Wealth Management Corp. (CRD 317320): Form ADV filing data as of October 2026.