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VISIONARY WEALTH ADVISORS, LLC

1401 South Brentwood Boulevard
Suite 700
St. Louis, Missouri 63144
Tel: 314-764-2727

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About VISIONARY WEALTH ADVISORS, LLC

VISIONARY WEALTH ADVISORS, LLC, formally registered with the SEC as VISIONARY WEALTH ADVISORS, LLC. The firm was established in 11/12/2013. They have over 8 offices throughout the country.

VISIONARY WEALTH ADVISORS, LLC is a St. Louis, Missouri based Financial Planning firm with nearly $2,431,194,400 assets under management, offering retirement planning & investment advisory services to 9643 clients. The firm is staffed with 52 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#169610
SEC#801-78788
Assets Managed by Firm$2,431,194,400
No. of Clients9643
No. of Advisors52

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total9643$2,431,194,400
Individuals (other than high net worth individuals)34325$789,441,663
High net worth individuals616$1,564,011,426
Corporations or other businesses81$77,741,311

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