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VISIONARY WEALTH ADVISORS, LLC
CRD 169610 · SEC 801-78788
1401 SOUTH BRENTWOOD BOULEVARD, SUITE 700, ST. LOUIS, MO, 63144, United States
Phone
314-764-2727
Fax
314-764-2726
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.54B
Discretionary AUM
$3.50B
Team
74 total employees; 51 advisory reps; 54 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3288 | $903.9M |
| High net worth individuals | 898 | $2.52B |
| Corporations/business entities | 76 | $108.9M |
States served
AL, AZ, AR, CA, CO, DC, GA, IL, IN, IA, KS, KY, MD, MA, MI, MN, MS, NE, NV, NM, NY, NC, OH, OK, OR, PA, SC, TN, VA, WI, MO, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD