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SKY VISION WEALTH MANAGEMENT CORP.

IRVINE, CA · CRD 317320 · IAPD ↗ · 626-437-1436

$101.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
October 2026 — SKY VISION WEALTH MANAGEMENT CORP. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
October 2026 — SKY VISION WEALTH MANAGEMENT CORP. reported RAUM up 92% ($52.8M -> $101.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2026 — SKY VISION WEALTH MANAGEMENT CORP. reported RAUM down 50% ($106.0M -> $52.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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