Vision2020 Wealth Management Corp.
● SEC registered since 2010CRD 154149SEC# 801-71541Scottsdale, AZ
Reg. AUM
—
Employees
—
Accounts
—
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.
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 |
| Osaic, Inc. Control | Shareholder | Over 75% | 2010 |
| Shawn Michael Mihal | Svp, Chief Compliance Officer | Under 5% | 2025 |
| AG Artemis Holdings GP, LLC Control | General Partner | — | 2019 |
| AG Artemis Holdings, L.P. Control | Shareholder | Over 75% | 2019 |
| AG Intermediate Corporation Control | Shareholder | Over 75% | 2019 |
| AG Parent Corporation Control | Shareholder | Over 75% | 2019 |
| Milton Ralph Berlinski Control | Member | 25-50% | 2014 |
See all 22 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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 |