Investment adviser · CRD 171952

NVISION WEALTH GROUP, LLC

Investment adviser filing (IA)

OVERLAND PARK, KS, United States · Form ADV filed May 23, 2017

Regulatory AUM
$282M
Form ADV · Item 5.F
Client accounts
2,930
Accounts, not individual clients
Employees
17
Reported in this filing
Advisory professionals
15
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 23, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

9200 INDIAN CREEK PARKWAY, STE 500
OVERLAND PARK, KS, 66210, United States

CRD 171952

Filing source

Form ADV 1117397 · May 23, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.