AdvisorCensus / Financial advisors / Arizona / Phoenix / VISION2020 Wealth Management Corp.
VISION2020 Wealth Management Corp.
Filed as VISION2020 WEALTH MANAGEMENT CORP.
VISION2020 Wealth Management Corp. is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2010, with no regulatory assets under management reported in its Form ADV filing dated August 28, 2026.
Quick answers
From the filingHow is VISION2020 Wealth Management Corp. compensated?
On its Form ADV (Item 5.E, October 2026), VISION2020 Wealth Management Corp. reports these compensation arrangements: a percentage of assets under its management.
Where is VISION2020 Wealth Management Corp. located?
VISION2020 Wealth Management Corp.'s principal office is in Scottsdale, AZ, according to its Form ADV.
Is VISION2020 Wealth Management Corp. registered with the SEC or a state?
VISION2020 Wealth Management Corp. is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 154149.
How have VISION2020 Wealth Management Corp.'s assets and staff changed since 2021?
In the Form ADV data for VISION2020 Wealth Management Corp.: Regulatory assets under management: $14,228,080,209 in the October 2021 data and $21,118,915,717 in the October 2022 data, up 48%. Total employees: 1,729 in October 2021 and 0 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does VISION2020 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/154149
What changed in VISION2020 Wealth Management Corp.'s recent Form ADV filings?
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated August 28, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2010 (16 years)
- Employees
- Total: 0. Performing investment advisory functions: 0.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
53 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 0 | August 28, 2026 |
| October 2025 | Not reported | 0 | June 9, 2025 |
| October 2024 | Not reported | 0 | July 11, 2024 |
| October 2023 | Not reported | 1,629 | September 18, 2023 |
| October 2022 | $21,118,915,717 | 1,925 | June 28, 2022 |
| October 2021 | $14,228,080,209 | 1,729 | July 20, 2021 |
Regulatory assets under management: $14,228,080,209 in the October 2021 data and $21,118,915,717 in the October 2022 data, up 48%.
Total employees: 1,729 in October 2021 and 0 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Updated its list of owners and control persons (Schedule A).
- November 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. VISION2020 Wealth Management Corp. (CRD 154149): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/vision2020-wealth-management-corp-scottsdale-az-154149