VISIONARY WEALTH ADVISORS, LLC
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
FINTRXOverview
Visionary Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Its fee model includes asset-based fees, hourly charges, and fixed-fee engagements. Visionary Wealth Advisors is not identified as an active ESG investor in the available snapshot and was included in the Financial Times’ Top 300 RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Cash & Cash Equivalents8%
- US Government Bonds4%
- State & Local Bonds1%
Owners & executives
2 of 2RYAN BARKE
General Counsel & Chief Compliance OfficerCRD 6425761
BRETT GILLILAND
Founder & Chief Exceutive OfficerCRD 4401004
Contacts
3 of 47DANIEL BROWNE
Senior Wealth Management AdvisorCRD 2988487
GREGORY MULLICAN
Sr. Wealth Management AdvisorCRD 4121728
WILLIAM LAUBER
Partner, Wealth Management AdvisorCRD 303468
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 481Active vs passive
$1.6B in ETFs
58%
$907M
37%
$671M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $68.8M | 105,311 | 4.36% |
Location
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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