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VISIONX WEALTH PARTNERS
CRD 333559 · SEC 801-136433
1625 5TH AVE SOUTH, FORT DODGE, IA, 50501, United States
Phone
515-570-4032
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$110.2M
Discretionary AUM
$110.2M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 201 | $45.9M |
| High net worth individuals | 25 | $61.7M |
| Charitable organizations | 1 | $550K |
| Corporations/business entities | 4 | $2.0M |
All web addresses on file
Official SEC filing: View on IAPD