Sky Vision Wealth Management Corp.
- Regulatory AUM
- $52.8M
- Discretionary
- $52.8M
- Clients
- 78
- Avg AUM / client
- $677K
- Accounts
- 78
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 60 | $5.1M | 9.71% |
| High net worth individuals | 16 | $39.9M | 75.5% |
| Corporations and other businesses | 2 | $7.8M | 14.8% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kana Z Liu | Chief Compliance Officer | Aug 2021 (5y) | Less than 5% | |
| Liu, Ronggai | Managing Member | Aug 2021 (5y) | ≈ 37.5% – 75% via Cubetech Investment Limited | |
| Qiu, Zhijie | Managing Member | Aug 2021 (5y) | ≈ 37.5% – 75% via Sky Vision Management Limited | |
| Howard Hong Ye | Registered representative | Jun 2022 (4y) | ||
| Bing Cao | Registered representative | May 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cubetech Investment Limited | Member | Aug 2021 | A | 50% – 75% |
| Sky Vision Management Limited | Member | Aug 2021 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Liu, Ronggai: 75% – 100% of Cubetech Investment Limited × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Qiu, Zhijie: 75% – 100% of Sky Vision Management Limited × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Morgan Stanley $41.8M (79% of AUM) Mar 2026
- Citigroup Global Markets Inc. $13.1M (12% of AUM) Mar 2023
- Citibank $12.5M (12% of AUM) Nov 2022
- Kestra Investment Services, Llc $5.1M (4% of AUM) Mar 2023
- Charles Schwab & Co. $3.5M (7% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗