# Vision Wealth Advisors, LLC

> Vision Wealth Advisors, LLC is a state-registered investment advisory firm in Lewisburg, PA, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 22, 2026.

- CRD: 330228
- Filed as: VISION WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lewisburg, PA
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330228
- AdvisorCensus page: https://advisorcensus.com/firm/vision-wealth-advisors-llc-lewisburg-pa-330228

## Quick answers

**How is Vision Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Vision Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Vision Wealth Advisors, LLC located?**
Vision Wealth Advisors, LLC's principal office is in Lewisburg, PA, according to its Form ADV.

**Is Vision Wealth Advisors, LLC registered with the SEC or a state?**
Vision Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330228.

**How much does Vision Wealth Advisors, LLC manage?**
Vision Wealth Advisors, LLC reports $81,518,710 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (100% discretionary).

**What types of clients does Vision Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (170); high net worth individuals (17).

**Does Vision Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330228

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $81,518,710
- Discretionary: $81,518,710
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 170 | $49,169,373 |
| High net worth individuals | 17 | $31,071,541 |
| Other | Fewer than 5 | $1,277,796 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- visionwealthadvisor.com
- Facebook @visionwealthlewisburg
- LinkedIn @justin-buttrick
- X @JCButtrick
- YouTube @visionwealthadvisors2023

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vision Wealth Advisors, LLC (CRD 330228): Form ADV filing data as of October 2026.