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VISIONARY HORIZONS, LLC
CRD 150483 · SEC 801-79890
620 MABRY HOOD RD, SUITE 301, KNOXVILLE, TN, 37932, United States
Phone
865-675-8496
Fax
865-675-8499
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$396.7M
Discretionary AUM
$370.9M
Team
12 total employees; 12 advisory reps; 25 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; % OF PLAN ASSETS
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 568 | $158.9M |
| High net worth individuals | 98 | $210.5M |
| Pension/profit sharing plans | 42 | $26.2M |
| Charitable organizations | 1 | $1.0M |
States served
CA, GA, KY, LA, NY, NC, SC, TN, TX, FL
All web addresses on file
- https://www.linkedin.com/company/visionary-horizons-wealth-management/
- https://vimeo.com/groups/812350
- https://www.youtube.com/@visionaryhorizons
- https://www.instagram.com/visionaryhoriz1/
- HTTP://WWW.VISIONARYHORIZONS.COM
- HTTPS://WWW.FACEBOOK.COM/VISIONARYHORIZONS/
- https://www.youtube.com/channel/UC2OY2Qniym9-SFwRgc9w43A/featured
- https://www.youtube.com/@WealthandWhiskey-RK
- https://x.com/VisionaryHoriz1
Official SEC filing: View on IAPD