VISIONARY WEALTH PLANNERS LLC

VISIONARY WEALTH PLANNERS LLC is an SEC-registered investment adviser (CRD 318224). Regulatory assets under management: $6.5M.

Registration

• CRD: 318224
• Type: Registered investment adviser
• Phone: 661-319-5721
• Latest filing: 2026-01-22
• Regulatory AUM: $6.5M
• Discretionary AUM: $6.5M
• Clients: 1
• Accounts: 67

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318224 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search