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VISIONARY WEALTH ADVISORS, LLC
CRD 169610File 801-78788
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.54B
Top 25% of cohort (national)
Discretionary AUM
$3.50B
Non-discretionary $35.9M
Clients
4,262
11,041 accounts
Employees
74
Top 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 12, 2013
- Principal office
- 1401 SOUTH BRENTWOOD BOULEVARD, SUITE 700, ST. LOUIS, MO, 63144
- Phone
- 314-764-2727
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.54B
- Discretionary AUM
- $3.50B
- Non-discretionary AUM
- $35.9M
- Discretionary accounts
- 11,030
- Non-discretionary accounts
- 11
- Total accounts
- 11,041
- AUM per client
- $830K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 76 | $108.9M |
| High net worth individuals | 898 | $2.52B |
| Individuals (other than high net worth individuals) | 3,288 | $903.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.