Investment adviser · CRD 311702

VISIONARY WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

ALPHARETTA, GA, United States · Form ADV filed Aug 10, 2021

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
16
Reported in this filing
Advisory professionals
12
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 10, 2021. View historical filings

Reported services

Individual portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets

Principal office

3980 OLD MILTON PARKWAY
ALPHARETTA, GA, 30005, United States

CRD 311702

Filing source

Form ADV 1557545 · Aug 10, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.