VISIONARY WEALTH ADVISORS, LLC

CRD 169610File 801-78788

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Oct 1, 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

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
Website: HTTP://WWW.VISIONARYWEALTHADVISORS.COM

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	59	74	increased by15
Apr 1, 2026	Clients	3,953	4,262	increased by309
Apr 1, 2026	AUM	$2,857,606,496	$3,536,310,209	increased by$678,703,713
Apr 1, 2026	Accounts	10,262	11,041	increased by779
May 1, 2025 vs Oct 1, 2022	Employees	63	59	decreased by4
May 1, 2025 vs Oct 1, 2022	Custody	Yes	No
May 1, 2025 vs Oct 1, 2022	Clients	3,919	3,953	increased by34
May 1, 2025 vs Oct 1, 2022	AUM	$2,129,479,661	$2,857,606,496	increased by$728,126,835
May 1, 2025 vs Oct 1, 2022	Accounts	9,071	10,262	increased by1,191
Apr 1, 2022	Employees	51	63	increased by12
Apr 1, 2022	Custody	No	Yes
Apr 1, 2022	Clients	3,602	3,919	increased by317
Apr 1, 2022	AUM	$1,725,470,006	$2,129,479,661	increased by$404,009,655
Apr 1, 2022	Accounts	8,761	9,071	increased by310
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “VISIONARY WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VISIONARY WEALTH” may also match similarly-named firms). Confirm identity against each filing.

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.