| 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 |
Sky Vision Wealth Management Corp. reports $106 million in regulatory assets under management on its Form ADV.
Sky Vision Wealth Management Corp. reports 2 employees.
Sky Vision Wealth Management Corp. is based in Irvine, CA and has been SEC-registered since 2022.
Sky Vision Wealth Management Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $79M |
| Non-discretionary | $27M |
| Total (RAUM) | $106M |