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Vision Financial Management, LLC

● SEC registered since 2025CRD 170003SEC# 801-133721Cuyahoga Falls, OH
Export (members)
Reg. AUM
$120M
Employees
4
Accounts
547
Location
Cuyahoga Falls, OH

Vision Financial Management, LLC assets under management

Vision Financial Management, LLC is a registered investment adviser overseen by the SEC based in Cuyahoga Falls, OH. The firm has been registered since 2025. It reports $120 million in regulatory assets under management and employs 4 people.
www.linkedin.com/in/robwinstonView on SEC.gov ↗

Vision Financial Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Stagg Winston ControlManaging Member And Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Vision Financial Management, LLC manage?

Vision Financial Management, LLC reports $120 million in regulatory assets under management on its Form ADV.

How many employees does Vision Financial Management, LLC have?

Vision Financial Management, LLC reports 4 employees.

Where is Vision Financial Management, LLC located?

Vision Financial Management, LLC is based in Cuyahoga Falls, OH and has been SEC-registered since 2025.

Does Vision Financial Management, LLC disclose fund performance?

Vision Financial Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address122 Broad Blvd., Cuyahoga Falls, OH 44221
Phone330-929-9900
Fax330-929-9702
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$120M
Non-discretionary$0
Total (RAUM)$120M