Wealth Manager
    SEC Registered
    Manages Private Funds

    Visionary Wealth Advisors, LLC

    Registered investment advisor · St. Louis, Missouri · CRD #169610

    Assets Under Management
    $3.5B
    Client Accounts
    11,041
    Employees
    74
    CRD Number
    169610
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Raymond James & Associates, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Visionary Wealth Advisors, LLC

    Visionary Wealth Advisors, LLC offers investment advisory, retirement, college, and estate planning services, specializing in insurance assessment and asset management. Founded in 2014, it operates as a Registered Independent Advisor with no proprietary investments. The firm manages billions in assets under management.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Visionary Wealth Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Visionary Wealth Advisors, LLC's AUM?

    Visionary Wealth Advisors, LLC reports approximately $3.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Visionary Wealth Advisors, LLC headquartered?

    Visionary Wealth Advisors, LLC is headquartered in St. Louis, Missouri.

    What is Visionary Wealth Advisors, LLC's CRD number?

    Visionary Wealth Advisors, LLC's CRD number is 169610. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Visionary Wealth Advisors, LLC manage?

    Visionary Wealth Advisors, LLC manages approximately 11,041 client accounts according to its latest SEC filing.

    Is Visionary Wealth Advisors, LLC SEC registered?

    Yes, Visionary Wealth Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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