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VISIONARY WEALTH ADVISORS, LLC

ST. LOUIS, MO · CRD 169610 · IAPD ↗ · 314-764-2727

$3.54BRegulatory AUM
51Advisory reps
74Employees
54Clients
More than 500Planning clients
0Private funds
35States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — VISIONARY WEALTH ADVISORS, LLC notice-filed in MS, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
77
April 2026 — VISIONARY WEALTH ADVISORS, LLC grew from 44 to 51 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2025 — VISIONARY WEALTH ADVISORS, LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — VISIONARY WEALTH ADVISORS, LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2025 — VISIONARY WEALTH ADVISORS, LLC grew from 39 to 44 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2024 — VISIONARY WEALTH ADVISORS, LLC notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.