VW
Vision2020 Wealth Management Corp.
SEC-registered
Investment Adviser
CRD 154149
· SEC file 801-71541
· Scottsdale, AZ
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ADV data as of Jul 30, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 0
AUM over time
$576K
$21.1B
Dec 2012
Nov 2022
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Berlinski, Milton, Ralph | General Partner | Feb 2014 (13y) | GP / trustee / elected manager of Rcp Genpar Lp (indirect) | |
| Price, James, Dale | Chairman, Director | Nov 2016 (10y) | Less than 5% | |
| Schlueter, Matthew, Adam | Chief Executive Officer, President, Director | Mar 2019 (7y) | Less than 5% | |
| David Andrew Schmidt | Treasurer | Mar 2021 (5y) | Less than 5% | |
| Northrip, Iryna, Yakovlevna | Svp, Chief Compliance Officer | May 2022 (4y) | Less than 5% | |
| Hodge, Timothy, Robert | Chief Operations Officer | Nov 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Osaic, Inc. | Shareholder | May 2010 | A | 75% or more |
| Osaic Holdings, Inc. | Shareholder | May 2016 | B | ≈ 56.25% – 100% via Osaic, Inc. |
| Ag Parent Corporation | Shareholder | Aug 2019 | B | ≈ 42.19% – 100% via Osaic Holdings, Inc. |
| Ag Intermediate Corporation | Shareholder | Aug 2019 | B | ≈ 23.73% – 100% via Osaic Financial Services, Inc. |
| Ag Artemis Holdings, L.P. | Shareholder | Aug 2019 | B | ≈ 17.8% – 100% via Ag Intermediate Corporation |
| Rcp Opp Fund Ii Gp, Lp | Limited Partner | Jan 2018 | B | 75% or more of Rcp Artemis Co Invest Gp Llc (indirect) |
| Rcp Genpar Lp | Limited Partner | Jan 2018 | B | 75% or more of Rcp Opp Fund Ii Gp, Lp (indirect) |
| Rcp Genpar Holdco Llc | Limited Partner | Aug 2014 | B | 75% or more of Rcp Genpar Lp (indirect) |
| The Berlinski Family 2006 Trust | Member | Aug 2014 | B | 75% or more of Mrb Icbc Llc (indirect) |
| Osaic Financial Services, Inc. | Shareholder | May 2020 | B | ≈ 31.64% – 100% via Ag Parent Corporation |
| Rcp Artemis Co Invest, L.P. | Shareholder | Aug 2019 | B | ≈ 8.9% – 75% via Ag Artemis Holdings, L.P. |
| Mrb Icbc Llc | Member | Aug 2014 | B | 25% – 50% of Rcp Genpar Holdco Llc (indirect) |
| Rcp Artemis Co Invest Gp Llc | General Partner | May 2019 | B | GP / trustee / elected manager of Rcp Artemis Co Invest, L.P. (indirect) |
| Ag Artemis Holdings Gp, Llc | General Partner | May 2019 | B | GP / trustee / elected manager of Ag Artemis Holdings, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Osaic Holdings, Inc.: 75% – 100% of Osaic, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Ag Parent Corporation: 75% – 100% of Osaic Holdings, Inc. × 75% – 100% of Osaic, Inc. × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Ag Intermediate Corporation: 75% – 100% of Osaic Financial Services, Inc. × 75% – 100% of Ag Parent Corporation × 75% – 100% of Osaic Holdings, Inc. × 75% – 100% of Osaic, Inc. × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Ag Artemis Holdings, L.P.: 75% – 100% of Ag Intermediate Corporation × 75% – 100% of Osaic Financial Services, Inc. × 75% – 100% of Ag Parent Corporation × 75% – 100% of Osaic Holdings, Inc. × 75% – 100% of Osaic, Inc. × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Osaic Financial Services, Inc.: 75% – 100% of Ag Parent Corporation × 75% – 100% of Osaic Holdings, Inc. × 75% – 100% of Osaic, Inc. × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Rcp Artemis Co Invest, L.P.: 50% – 75% of Ag Artemis Holdings, L.P. × 75% – 100% of Ag Intermediate Corporation × 75% – 100% of Osaic Financial Services, Inc. × 75% – 100% of Ag Parent Corporation × 75% – 100% of Osaic Holdings, Inc. × 75% – 100% of Osaic, Inc. × 75% – 100% direct ≈ 8.9% – 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) | 05/29/2026 | 1.32 MB | 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
Services
- • Selection of other advisers
Custody
Reported custodians
- Pershing $17.6B (83% of AUM) Nov 2022
- National Financial Services (Fidelity) $3.5B (17% of AUM) Nov 2022
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: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗