SourcingSourcing

SKY VISION WEALTH MANAGEMENT CORP.

C42
CRD 317320·SEC 801-123010·IRVINE, CA
AUM
$52.8M
$25M-$100M
Est. Revenue
$528K
@ 1% on AUM
Est. EBITDA
$158K
@ 30% margin
Est. Deal Value
$1.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SKY VISION WEALTH MANAGEMENT CORP.
CRD
317320
SEC file #
801-123010
EIN
—
DBA names
—

Economics

AUM
$52.8M
AUM band
$25M-$100M
AUM trajectory
'23'26
$102.5M → $52.8M▼ -48%
Client mix
Individuals Other60
Individuals High Net Worth16
Corporations2

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
1 advisors → 2 advisors▲ +100%
Primary office
IRVINE CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CUBETECH INVESTMENT LIMITED
Top Owner Pct
62.5
Top Owner Entity Kind
FE
Owner Count
3
Control Persons
CUBETECH INVESTMENT LIMITED
SKY VISION MANAGEMENT LIMITED
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4465
Soi Zip Pct 200k Plus
0.2244
Soi Zip Returns 200k Plus
5,950
Soi Zip Total AGI
4,005,620
Fdic Zip Total Deposits
28,801,782,000
Fdic Zip Branch Count
234
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
East-West BankIrvine, CA
East-West BankIrvine, CA
Fdic Zip HHI
1192.12
Fdic Zip Top Bank Share Pct
19.11
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI64,406
Returns5,750
Stub 2
AGI136,977
Returns3,700
Stub 3
AGI178,693
Returns2,880
Soi Zip Total Business Income
108,543
Soi Zip Total Cap Gains
249,234
Soi Zip Total Dividends
95,587
Soi Zip Total Returns
26,520
Trust Company Affiliate
No

People (3)

3
Liu, Kana, Z
IAR · Executive Officer · 2.5%
7478104
BING CAO
IAR
7223374
HOWARD HONG YE
IAR
2639790