Kana Liu
Sky Vision Wealth Management · Irvine, California
Kana Liu is a fee-only financial advisor at Sky Vision Wealth Management in Irvine, California. Sky Vision Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sky Vision Wealth Management |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $101.4M across 91 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 7478104 |
| Exams passed | Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Kana's firm compares
- Sky Vision Wealth Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 91 accounts).
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Questions about Kana
Is Kana Liu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kana holds no broker registration, and Sky Vision Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kana charge for financial advice?
Kana's firm, Sky Vision Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kana Liu based?
Kana Liu is based in Irvine, California.
Is Kana Liu registered with the SEC?
Yes. Kana Liu is registered as an investment adviser representative in CA and TX (CRD 7478104), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sky Vision Wealth Management manage?
Sky Vision Wealth Management reports $101.4M across 91 accounts in assets under management.
How do I contact Kana Liu?
Contact details aren't on file yet. Search for Sky Vision Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Irvine
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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