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VISION FINANCIAL MANAGEMENT, LLC

CUYAHOGA FALLS, OH · CRD 170003 · IAPD ↗ · 330-929-9900

$165.7MRegulatory AUM
2Advisory reps
5Employees
61Clients
251-500Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
February 2026 — VISION FINANCIAL MANAGEMENT, LLC reported RAUM up 38% ($120.0M -> $165.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
July 2025 — VISION FINANCIAL MANAGEMENT, LLC (CUYAHOGA FALLS, OH) is newly SEC-registered with $120.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.