1401 South Brentwood Boulevard
Suite 700
St. Louis, Missouri 63144
Tel: 314-764-2727
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 169610 |
SEC# | 801-78788 |
Assets Managed by Firm | $2,431,194,400 |
No. of Clients | 9643 |
No. of Advisors | 52 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 9643 | $2,431,194,400 |
Individuals (other than high net worth individuals) | 34325 | $789,441,663 |
High net worth individuals | 616 | $1,564,011,426 |
Corporations or other businesses | 81 | $77,741,311 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$824,988,034,503 | 5086856 | 29003 | |
$558,464,518,060 | 1352052 | 19871 | |
$306,242,186,324 | 282 | 390 | |
$229,554,718,263 | 647 | 225 | |
$169,541,361,944 | 13 | 218 |
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