Sky Vision Wealth Management Corp.
● SEC registered since 2022CRD 317320SEC# 801-123010Irvine, CA
Reg. AUM
$52.8M
Employees
2
Accounts
78
Location
Irvine, CA
Sky Vision Wealth Management Corp. assets under management
Sky Vision Wealth Management Corp. is an SEC-registered investment adviser based in Irvine, CA. The firm has been registered since 2022. It reports $52.8 million in regulatory assets under management and employs 2 people.
Sky Vision Wealth Management Corp. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cubetech Investment Limited Control | Member | 50-75% | 2021 |
| Kana Z Liu Control | Chief Compliance Officer | Under 5% | 2021 |
| Sky Vision Management Limited Control | Member | 50-75% | 2021 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Sky Vision Wealth Management Corp. manage?
Sky Vision Wealth Management Corp. reports $52.8 million in regulatory assets under management on its Form ADV.
How many employees does Sky Vision Wealth Management Corp. have?
Sky Vision Wealth Management Corp. reports 2 employees.
Where is Sky Vision Wealth Management Corp. located?
Sky Vision Wealth Management Corp. is based in Irvine, CA and has been SEC-registered since 2022.
Does Sky Vision Wealth Management Corp. disclose fund performance?
Sky Vision Wealth Management Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 780 Roosevelt Unit 211, Irvine, CA 92620 |
| Phone | 626-437-1436 |
| Fax | N/A |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$52.8M▼ 50%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$52.8Mregulatory AUM
Discretionary $52.8M