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Witt Mares Financial Vision LLC (Williamsburg)


Witt Mares Financial Vision LLC is a large advisory firm based in Williamsburg. It manages $275.29 million of regulatory assets for 1,131 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Florida, New Hampshire, Texas, and Virginia.

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Witt Mares Financial Vision provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and consulting. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Witt Mares Financial Vision: assets under management

The assets under management (AUM) of Witt Mares Financial Vision LLC is $275.29 million. The firm's AUM has grown by 245% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $274.55 million in discretionary accounts and $735.51 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $243.4 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $245.17 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Witt Mares Financial Vision LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Williamsburg

The principal office where Witt Mares Financial Vision LLC performs its advisory services is located at 4801 Courthouse St., Williamsburg, VA 23188, which is also the mailing address of the firm. An additional office of the firm is in Newport News, VA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 757.229.7180 or by fax 757.229.5452. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.esmithcpa.com.


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