{
  "crd_number": 154149,
  "slug": "vision2020-wealth-management-corp-scottsdale-az-154149",
  "primary_business_name": "VISION2020 WEALTH MANAGEMENT CORP.",
  "legal_name": "VISION2020 WEALTH MANAGEMENT CORP.",
  "dbas": [],
  "city": "Scottsdale",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "38060",
  "metro": {
    "cbsa_code": "38060",
    "common_name": "Phoenix",
    "msa_name": "Phoenix-Mesa-Chandler, AZ",
    "path": "/advisors/az/phoenix"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2010-06-21",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-08-28",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 0,
  "advisory_employees": 0,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": null
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": null
    },
    "investment_companies": {
      "raum": 0.0,
      "count": null
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": null
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": null
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154149",
  "city_as_filed": "SCOTTSDALE",
  "url": "https://advisorcensus.com/firm/vision2020-wealth-management-corp-scottsdale-az-154149",
  "display_name": "VISION2020 Wealth Management Corp.",
  "summary": "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.",
  "citation": "AdvisorCensus. VISION2020 Wealth Management Corp. (CRD 154149): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is VISION2020 Wealth Management Corp. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), VISION2020 Wealth Management Corp. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is VISION2020 Wealth Management Corp. located?",
      "a": "VISION2020 Wealth Management Corp.'s principal office is in Scottsdale, AZ, according to its Form ADV."
    },
    {
      "q": "Is VISION2020 Wealth Management Corp. registered with the SEC or a state?",
      "a": "VISION2020 Wealth Management Corp. is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 154149."
    },
    {
      "q": "How have VISION2020 Wealth Management Corp.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "Does VISION2020 Wealth Management Corp. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in VISION2020 Wealth Management Corp.'s recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 14228080209.0,
      "total_employees": 1729,
      "filing_date": "2021-07-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 21118915717.0,
      "total_employees": 1925,
      "filing_date": "2022-06-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1629,
      "filing_date": "2023-09-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 0,
      "filing_date": "2024-07-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 0,
      "filing_date": "2025-06-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 0,
      "filing_date": "2026-08-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/vision2020-wealth-management-corp-scottsdale-az-154149.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154149",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}