Vision Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management and investment supervisory services to individuals, high‑net‑worth individuals, pension and profit‑sharing plans, and business entities. It manages approximately $11.7 million in discretionary assets and prepares an individualized Investment Policy Statement for each client to guide asset allocation, security selection, and ongoing monitoring.
The firm combines fundamental and technical analysis and implements both long‑term and active trading strategies, including short‑term trading, short sales, margin transactions, and options writing. It operates with written discretionary authority from clients, conducts at least quarterly reviews, and relies on custodian statements for monthly reporting to clients.
Notably, the firm’s use of short sales, margin and options strategies is less common among smaller advisory practices, and it requires clients to use its recommended custodian rather than accepting directed brokerage — a choice the firm acknowledges may limit its ability to achieve most favorable execution. The firm does not participate in wrap programs, has no account minimum, and maintains a written Code of Ethics and procedures intended to address potential conflicts from personal trading.
Client services
Expertise
Fee options
1.25% annually
Main office
11912 Slide Rd., Suite B
Lubbock TX 79424
Advisors at this office
1
Most active in
Texas
Also doing business as
Danny Robles Vision Wealth Advisors LLC · Vision Wealth Advisors · Vision Wealth Advisors LLC
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.
Forms ADV
Quick links
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