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Building 2VISIONARY WEALTH ADVISORS, LLC

Map pinST. LOUIS, MO
Phone314-764-2727
NotebookSEC #801-78788
Total AUM
$3.5B
Employees
74
Clients
4,262

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1401 SOUTH BRENTWOOD BOULEVARD
SUITE 700
ST. LOUIS
MO 63144
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
314-764-2727
Other Offices
8

ReceiptFinancials

Total AUM
$3.5B
Accounts
11,041
Discretionary
$3.5B
Accounts
11,030
Non-Discretionary
$35.9M
Accounts
11

ContactClients

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Individual Clients
3,288
AUM
$903.9M
HNW Individual Clients
898
AUM
$2.5B
Corporation or Business Clients
76
AUM
$108.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTFLGAIAILINKSKYMAMDMIMNMOMSNCNENMNVNYOHOKORPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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