Visionary Wealth Advisors, LLC

RIASEC RegisteredEst. 2013
Total AUM
$3.5B
Discretionary
$3.5B
99% of AUM
Avg account
$320K
Accounts
11,041
Employees
74
Advisory reps
49

Firm details

Headquarters
Saint Louis, Missouri
CRD number
169610
Registered since
November 12, 2013
Website
visionarywealthadvisors.com
Custodians
CHARLES SCHWAB & CO., INC., RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI71.36%
  • Individuals25.56%
  • Corporations / Businesses3.08%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Visionary Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and operating since 2013. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. Its fee arrangements include percentage-of-assets, hourly charges and fixed fees, and it describes itself as a capital allocator — indicating it places client capital with outside managers when appropriate. The firm was named among the Financial Times’ Top 300 RIA Firms in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 87%, Cash & Cash Equivalents 8%, US Government Bonds 4%, State & Local Bonds 1%87%
  • Exchange Traded Equities87%
  • Cash & Cash Equivalents8%
  • US Government Bonds4%
  • State & Local Bonds1%

Owners & executives

2 of 2
  • Ryan Barke

    Ryan Barke

    General Counsel & Chief Compliance OfficerCRD 6425761

  • Brett Gilliland

    Brett Gilliland

    Founder & Chief Exceutive OfficerCRD 4401004

Contacts

3 of 47
  • Daniel Browne

    Daniel Browne

    Senior Wealth Management AdvisorCRD 2988487

  • Gregory Mullican

    Gregory Mullican

    Sr. Wealth Management AdvisorCRD 4121728

  • William Lauber

    William Lauber

    Partner, Wealth Management AdvisorCRD 303468

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 501

Active vs passive

$1.8B in ETFs

Passive

58%

$1B

Active

36%

$742M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$86M114,8254.88%
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Location

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
1401 S Brentwood Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth