VISIONARY WEALTH MANAGEMENT LLC

VISIONARY WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 152692). Regulatory assets under management: $271K.

Registration

• CRD: 152692
• Type: Registered investment adviser
• Phone: 214-215-6667
• Latest filing: 2026-06-05
• Regulatory AUM: $271K
• Discretionary AUM: $271K
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152692 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search