# Vision Wealth Management, Inc.

> Vision Wealth Management, Inc. is a state-registered investment advisory firm in Commerce Twp, MI, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 15, 2026.

- CRD: 324595
- Filed as: VISION WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Commerce Twp, MI
- Filing period: October 2026
- Form ADV filing dated: June 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324595
- AdvisorCensus page: https://advisorcensus.com/firm/vision-wealth-management-inc-commerce-twp-mi-324595

## Quick answers

**How is Vision Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Vision Wealth Management, Inc. 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 Management, Inc. located?**
Vision Wealth Management, Inc.'s principal office is in Commerce Twp, MI, according to its Form ADV.

**Is Vision Wealth Management, Inc. registered with the SEC or a state?**
Vision Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324595.

**How much does Vision Wealth Management, Inc. manage?**
Vision Wealth Management, Inc. reports $81,354,722 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (100% discretionary).

**What types of clients does Vision Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (380); high net worth individuals (36).

**Does Vision Wealth Management, Inc. 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/324595

## 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: $81,354,722
- Discretionary: $81,354,722
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 380 | $47,011,603 |
| High net worth individuals | 36 | $34,343,119 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, IL, IN, MI, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- visionwmg.com
- Facebook @visionwmg
- LinkedIn @73982675
- X @VisionWealthMa1

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vision Wealth Management, Inc. (CRD 324595): Form ADV filing data as of October 2026.