VISIONX WEALTH PARTNERS

VISIONX WEALTH PARTNERS of FORT DODGE, IA is an SEC-registered investment adviser (CRD 333559). Regulatory assets under management: $110.2M.

Registration

• CRD: 333559
• SEC file number: 801-136433
• Type: Registered investment adviser
• Location: 1625 5TH AVE SOUTH, FORT DODGE, IA, 50501
• Phone: 515-570-4032
• Latest filing: 2026-05-11
• Regulatory AUM: $110.2M
• Discretionary AUM: $110.2M
• Clients: 2
• Accounts: 451

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333559 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search