# Vision Wealth Advisors LLC

> Vision Wealth Advisors LLC is a state-registered investment advisory firm in Lubbock, TX, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 158589
- Filed as: VISION WEALTH ADVISORS LLC
- Legal name: Danny Robles Vision Wealth Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lubbock, TX
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158589
- AdvisorCensus page: https://advisorcensus.com/firm/vision-wealth-advisors-llc-lubbock-tx-158589

## 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. 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 Lubbock, TX, 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 2021. Status as filed: APPROVED. CRD 158589.

**How much does Vision Wealth Advisors LLC manage?**
Vision Wealth Advisors LLC reports $11,720,000 in regulatory assets under management in its Form ADV filing dated March 30, 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) (203).

**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/158589

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $11,720,000
- Discretionary: $11,720,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 203 | $11,720,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- visionwealthadvisors.com
- Facebook @Vision-Wealth-Advisors-Danny-Robles
- X @advisorsvision1

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vision Wealth Advisors LLC (CRD 158589): Form ADV filing data as of October 2026.