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VISION2020 WEALTH MANAGEMENT CORP.
VISION2020 WEALTH MANAGEMENT CORP. (CRD# 154149) is an SEC-Registered Investment Advisor (RIA), headquartered in Jersey City, NJ. The SEC approved the firm to operate as an RIA in Jun 2010. In Mar 2019, the firm reported total Regulatory Assets Under Management (RAUM) of $5.6 Billion, with discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
VISION2020 WEALTH MANAGEMENT CORP. also reported in Mar 2019
  • 924 employees, with 0 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
VISION2020 WEALTH MANAGEMENT CORP. has no disclosure events reported to the SEC at this time.
 

View VISION2020 WEALTH MANAGEMENT CORP.'s most recent Form ADV filing
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VISION2020 WEALTH MANAGEMENT CORP. has Notice Filings with the following State Securities Authorities: AK-Jun 2010, AL-Jun 2010, AR-Jun 2010, AZ-Jun 2010, CA-Jun 2010 , CO-Jun 2010, CT-Jun 2010, DC-Jun 2010, DE-Jun 2010, FL-Jun 2010 , GA-Jun 2010, HI-Jun 2010, IA-Jun 2010, ID-Jun 2010, IL-Jun 2010 , IN-Jun 2010, KS-Jun 2010, KY-Jun 2010, LA-Jun 2010, MA-Jun 2010 , MD-Jun 2010, ME-Jun 2010, MI-Jun 2010, MN-Jun 2010, MO-Jun 2010 , MS-Jun 2010, MT-Jun 2010, NC-Jun 2010, ND-Jun 2010, NE-Jun 2010 , NH-Jun 2010, NJ-Jun 2010, NM-Jun 2010, NV-Jun 2010, NY-Jun 2010 , OH-Jun 2010, OK-Jun 2010, OR-Jun 2010, PA-Jun 2010, PR-Jun 2010 , RI-Jun 2010, SC-Jun 2010, SD-Jun 2010, TN-Jun 2010, TX-Jun 2010 , UT-Jun 2010, VA-Jun 2010, VI-Jun 2010, VT-Jun 2010, WA-Jun 2010 , WI-Jun 2010, WV-Jun 2010, WY-Jul 2017


Disclaimer: 
The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel free to contact FindingFraud.org with questions or concerns.


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