Sky Vision Wealth Management Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$85,173,888
Clients
82
Advisors
3
of 3 employees
About
Sky Vision Wealth Management Corp. provides discretionary and non-discretionary portfolio management and financial planning primarily to high‑net‑worth and other individual clients, typically on an asset‑based fee basis. The firm manages roughly $101 million for about 82 clients through a three‑advisor team and documents client objectives and constraints in individualized Investment Policy Statements.
The firm’s investment process draws on a broad set of analytical techniques — including fundamental, technical, quantitative, charting, cyclical analysis and modern portfolio theory — and it employs long‑ and short‑term trading, margin transactions, and a wide range of vehicles such as mutual funds, ETFs, equities, fixed income, REITs, hedge funds, private equity, venture capital and non‑U.S. securities. SVWMC generally seeks discretionary trading authority, conducts monthly account reviews, and may allocate client assets to third‑party managers after due diligence.
Noteworthy features in the brochure include a significant non‑U.S. client base and explicit use of non‑U.S. securities and private placements, and the firm’s principal owners are Sky Vision Wealth Management Limited and Cubetech Investment Limited. The brochure also discloses that SVWMC has no account minimum despite its HNW focus, that it may receive research or services from custodians (soft‑dollar benefits), and that it charges its standard advisory fee in addition to fees charged by selected third‑party managers.
Client services
Expertise
Fee options
$1,000 to $100,000 fixed fee for financial planning
$0 - $5,000,000: 1.50% $5,000,000 - $10,000,000: 1.20% $10,000,000 - $20,000,000: 1.00% $20,000,000 - $50,000,000: 0.80% $50,000,000+: 0.60%
$200 to $800 per hour
Main office
780 Roosevelt Unit 211
Irvine CA 92620
Advisors at this office
3
Most active in
California · 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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Advisors at this firm
Howard Y
Series 63, Series 65
Irvine, CA
Sky Vision Wealth Management Corp.
Howard Ye is a financial advisor at Sky Vision Wealth Management Corp. in Irvine, CA, with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at GT Securities, Inc., Singpoli Wealth Management LLC, and Key West Investments LLC. Ye serves as Vice President and Board Member of a homeowners association in Hacienda Heights. Sky Vision Wealth Management Corp. provides discretionary and non-discretionary portfolio management and financial planning primarily to high-net-worth individual clients. The firm employs a diverse investment process using various analytical techniques and asset classes, managing approximately $101 million for around 82 clients through a three-advisor team.
Kana L
Series 65
Irvine, CA
Sky Vision Wealth Management Corp.
Kana Liu is a Series 65-licensed advisor at Sky Vision Wealth Management Corp. in Irvine, CA, with four years of industry experience. She has worked at Sky Vision Wealth Management Corp. since 2021 and has held roles at affiliated firms since 2015. Sky Vision Wealth Management Corp. provides discretionary and non-discretionary portfolio management and financial planning primarily to high-net-worth individuals, managing approximately $101 million across a three-advisor team. The firm employs a diverse investment process incorporating fundamental, technical, quantitative, cyclical analysis, and modern portfolio theory, utilizing a broad range of asset classes and trading strategies.
Bing C
Series 65
Irvine, CA
Sky Vision Wealth Management Corp.
Bing Cao is a financial advisor at Sky Vision Wealth Management Corp. with five years of industry experience. He holds a Series 65 designation and previously worked at Platinum Eco Capital, Hercules Investments, and Beijing Vitality Textiles Co. Ltd. Cao is also the founder and CEO of Egret Wealth Group LLC, a life and health insurance sales and services business. Sky Vision Wealth Management Corp. provides discretionary and non-discretionary portfolio management and financial planning primarily for high-net-worth and other individual clients. The firm employs a range of analytical techniques and investment vehicles, serving approximately 82 clients with a three-advisor team managing about $101 million in assets.
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