Sky Vision Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sky Vision Wealth serves individual investors as well as employer-sponsored retirement plans and other business clients, offering comprehensive portfolio management and retirement plan consulting. Its advisory services cover a broad set of instruments, including individual stocks, bonds, ETFs, mutual funds, options and certain private investments, alongside financial planning and participant education for plan sponsors.
The firm describes a multi-method investment process that incorporates fundamental, technical, quantitative, sector and cyclical analysis, and implements asset-allocation approaches that can be strategic, dynamic, tactical or core-satellite with periodic rebalancing and duration management. It discloses the use of options and other derivatives in managed accounts and outlines the attendant risks such as time decay and rapid price movements.
Noteworthy distinctions include an active retirement plan/pension consulting practice that acknowledges ERISA fiduciary responsibilities and a principal who is a Certified Public Accountant offering separate tax preparation and planning services to clients. The brochure also states the firm presents performance information, including hypothetical results, and includes the standard caution that past performance is not a guarantee of future returns.
Client services
Expertise
Fee options
$0 - $750,000: 0.90% Over $750,000+: 0.50%
Account minimum: $100,000
Main office
445 Hutchinson Ave., Suite 125
Columbus OH 43235
Advisors at this office
2
Most active in
Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Garrett T
Series 65
Columbus, OH
Sky Vision Wealth, LLC
Garrett Thompson is a financial advisor with Sky Vision Wealth, LLC, holding a Series 65 designation and currently based in Columbus, OH. He has one year of industry experience and previously worked in education at the middle school and high school levels, as well as at Ohio University. Sky Vision Wealth serves individual investors, employer-sponsored retirement plans, and other business clients with portfolio management and retirement plan consulting. The firm employs a multi-method investment process and offers a variety of financial instruments, including stocks, bonds, ETFs, options, and private investments, along with financial planning and participant education.
Adam S
CFP®, Series 66
Columbus, OH
Sky Vision Wealth, LLC
Adam Smetzer is a CFP® professional with 14 years of experience in the financial services industry. He is the principal of Sky Vision Wealth, LLC, an independent advisory firm based in Columbus, OH. Prior to founding Sky Vision Wealth in 2021, he worked at Stoneburner Wealth Management, Commonwealth Financial Network, and Chornyak & Associates. In addition to his advisory role, he provides CPA and tax services. Sky Vision Wealth serves individual investors, employer-sponsored retirement plans, and other business clients, offering portfolio management and retirement plan consulting. The firm employs a multi-method investment approach and provides financial planning, participant education, and tax-related services.
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