Company Overview
- Headquarters
- 3662 Avalon Park East Blvd., 6900 Tavistock Lakes Blvd, Suite 400, Orlando, Alafaya FL
- Website
- vwafl.com
- Phone
- (321) 414-5238
- Employees
- 3
- Founded in
- 2013
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Vision Wealth Advisors
Vision Wealth Advisors is a financial advisory firm located in Alafaya, Florida. Employing 5-9 individuals, the company generates approximately $2.5 million in annual revenue. Vision Wealth Advisors specializes in providing personalized investment and portfolio solutions tailored to individual financial situations. They leverage expertise from third-party investment managers across various sectors, crafting customized portfolios for each client. The firm distinguishes itself by offering complimentary risk assessments for retirement portfolios, allowing potential clients to experience their unique approach firsthand. Vision Wealth Advisors serves clients throughout Orlando, operating offices in Avalon Park, Lake Nona, and with plans to expand to Winter Garden. Clients interested in learning more about Vision Wealth Advisors' services can visit their website at vwafl.com. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, Member FINRA/SIPC. Advisory Services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Company Leadership
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| 3M | 1 | Scottsdale, AZ | 2012 | |
| 3M | 6 | Dallas, TX | 2014 | |
| 3M | 3 | Urban Honolulu, HI | ||
| 3M | 3 | Defiance, OH | 1995 | |
| 3M |