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Vision2020 Wealth Management Corp.

● SEC registered since 2010CRD 154149SEC# 801-71541Scottsdale, AZ
Export (members)
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
NameTitleOwnershipSince
David Andrew SchmidtTreasurerUnder 5%2021
James Dale Price ControlChairman, DirectorUnder 5%2016
Matthew Adam Schlueter ControlChief Executive Officer, PresidentUnder 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

Address18700 Hayden Rd., Suite 255, Scottsdale, AZ 85255
Phone800-552-3319
Office hours9:00 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1681113
Discloses disciplinary historyNo