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
$85,149,436
Clients
82
Advisors
3
of 3 employees
About
Sky Vision Wealth Management Corp. is a Delaware‑organized investment adviser with a three‑person advisory team managing about $101 million for roughly 82 individual and high‑net‑worth clients. The firm offers ongoing portfolio management and financial planning, including individualized investment policy statements, portfolio monitoring, and the selection or oversight of third‑party managers and private investment vehicles.
The firm's investment process combines multiple analytic approaches — charting, cyclical, fundamental, quantitative analysis, and modern portfolio theory — and can employ long‑ and short‑term trading, margin activity, and allocations to alternative strategies. Sky Vision typically seeks discretionary authority, documents client risk tolerance in an IPS, conducts due diligence on outside managers, and reviews managed accounts regularly.
Distinctive features in the brochure include a significant non‑U.S. client base together with the use of non‑U.S. securities and private funds, a combination that is uncommon among peers in this category. The firm is majority‑owned by Sky Vision Wealth Management Limited and Cubetech Investment Limited, discloses that it may receive custodial research or soft‑dollar benefits, and allocates to third‑party managers while also receiving its advisory fee in addition to underlying manager fees.
Client services
Expertise
Fee options
Fixed financial planning fee between $1,000 and $100,000
$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 previously worked at GT Securities, Inc., Singpoli Wealth Management LLC, and Key West Investments LLC. Ye serves as a board member and vice president of a homeowners association in Hacienda Heights, CA. Sky Vision Wealth Management Corp. is a Delaware-organized investment adviser with a three-person team managing approximately $101 million for individual and high-net-worth clients. The firm provides ongoing portfolio management and financial planning, using a combination of analytic approaches and offering discretionary authority with regular due diligence on outside managers.
Kana L
Series 65
Irvine, CA
Sky Vision Wealth Management Corp.
Kana Liu is a financial advisor at Sky Vision Wealth Management Corp. in Irvine, CA, holding a Series 65 credential with four years of industry experience. She has worked with Sky Vision Wealth Management since 2021 and has prior experience at related firms including Sky Vision Management Corp. and Sky Vision Insurance China. Sky Vision Wealth Management Corp. is a Delaware-registered investment adviser with a three-person team managing approximately $101 million for individual and high-net-worth clients. The firm provides portfolio management and financial planning services using multiple analytic approaches and typically seeks discretionary authority while employing a combination of U.S. and non-U.S. securities and private funds.
Bing C
Series 65
Irvine, CA
Sky Vision Wealth Management Corp.
Bing Cao is a financial advisor at Sky Vision Wealth Management Corp. with four years of industry experience. He holds a Series 65 designation and has previously worked at Platinum Eco Capital, LLC, and Hercules Investments. 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. is a Delaware-organized registered investment adviser with a three-person team managing approximately $101 million for individual and high-net-worth clients. The firm provides portfolio management and financial planning services, utilizing a combination of analytic methods and offering exposure to non-U.S. securities and private funds.
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