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Asset manager · Scottsdale, AZ

Vision2020 Wealth Management Corp.

SEC-registered investment adviser · CRD 154149 · SEC 801-71541

At a glance

Vision2020 Wealth Management Corp. is an SEC-registered investment adviser based in Scottsdale, Arizona, with $0 in regulatory assets under management as of its Form ADV filed August 28, 2026. By Form ADV it is a asset manager, ranked 2,644th of 3,218 asset managers and 16,621st of 17,210 SEC-registered advisers by assets.

Main office 800-552-3319As filed on Form ADV

Regulatory AUM
$0M
Rank among asset managers
#2,644 of 3,218
Rank among all SEC RIAs
#16,621 of 17,210
Rank in Arizona
#202 of 212
Clients
0
Accounts
0
Discretionary
0% of AUM
Employees
0
Advisory staff
0
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Vision2020 Wealth Management Corp.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

Affiliated broker-dealer

It names affiliated broker-dealers: Ladenburg Thalmann & Co. Inc., Osaic Institutions, Inc., Osaic Services, Inc. and Osaic Wealth, Inc..

Its Form ADV brochure (filed August 2026) names Osaic Wealth as the broker-dealer its advisers are registered with.

ised of similar investment options offered in UMA and SUMA, but unlike UMA, investment decisions are based on model portfolios created and managed by financial professionals who are associated with Osaic Firms as Advisory Representative s.

Other RIAs with an affiliated broker-dealer

Disciplinary disclosures

Vision2020 Wealth Management Corp. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Selecting other advisers

How it’s paid

  • A percentage of assets under management

Form ADV and brochures on the SEC’s adviser search ↗

AtlasMembers

The full record on Vision2020 Wealth Management Corp.

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
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Growth over one, three and five years
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Rank against 626 peers of its type and size
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Owners and executives, with titles and stakes
4 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
1Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Vision2020 Wealth Management Corp. manage?

Vision2020 Wealth Management Corp. reports $0 in regulatory assets under management, on its Form ADV filed August 28, 2026.

What kind of firm is Vision2020 Wealth Management Corp.?

Vision2020 Wealth Management Corp. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.

Does Vision2020 Wealth Management Corp. have any disciplinary history?

Vision2020 Wealth Management Corp. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Vision2020 Wealth Management Corp.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →