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Adam J Smetzer

SKY VISION WEALTH, LLC·COLUMBUS, Ohio
Unclaimed Profile
445 HUTCHINSON AVE., COLUMBUS, OH 43235CRD# 5628049Firm CRD# 317010
01

About

Adam J Smetzer is a registered financial advisor based in COLUMBUS, Ohio, affiliated with SKY VISION WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SKY VISION WEALTH, LLC
SKY VISION WEALTH, LLC
AUM
$18M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SKY VISION WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5628049
Firm CRD# 317010
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam J Smetzer offer?
Adam J Smetzer specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in COLUMBUS, Ohio for a consultation.
What are Adam J Smetzer's credentials?
Adam J Smetzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam J Smetzer located?
Adam J Smetzer is based in COLUMBUS, Ohio, working with SKY VISION WEALTH, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Adam J Smetzer charge for services?
Adam J Smetzer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SKY VISION WEALTH, LLC?
SKY VISION WEALTH, LLC has approximately 1 employees and manages $18M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
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Research
Advisor Fees in OhioNational Fee Analysis
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