Vision2020 Wealth Management Corp.

● SEC registered since 2010CRD 154149SEC# 801-71541Scottsdale, AZ

Export (members)

Reg. AUM

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Employees

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Accounts

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Location

Scottsdale, AZ

Vision2020 Wealth Management Corp. assets under management

Vision2020 Wealth Management Corp. is an investment advisory firm registered with the SEC based in Scottsdale, AZ. The firm has been registered since 2010.

View on SEC.gov ↗

Vision2020 Wealth Management Corp. owners & executives

22 reported

Name	Title	Ownership	Since
Christopher Mills Mitchell	Corporate Treasurer, Financial Principal	Under 5%	2025
James Dale Price Control	Chairman, Director	Under 5%	2016
Matthew Adam Schlueter Control	Chief Executive Officer, President	Under 5%	2019
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Frequently asked questions

Where is Vision2020 Wealth Management Corp. located?

Vision2020 Wealth Management Corp. is based in Scottsdale, AZ and has been SEC-registered since 2010.

Does Vision2020 Wealth Management Corp. disclose fund performance?

Vision2020 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	18700 N. Hayden Rd., Suite 255, Scottsdale, AZ 85255
Phone	800-552-3319
Office hours	9:00 a.m. To 5:00 p.m.
SEC region	Los Angeles Regional Office (LARO)
CIK	1681113
Discloses disciplinary history	No