Investment adviser · CRD 333559
VISIONX WEALTH PARTNERS
Investment adviser filing (IA)
FORT DODGE, IA, United States · Form ADV filed May 11, 2026
- Regulatory AUM
- $110M Form ADV · Item 5.F
- Client accounts
- 451 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 25 | $61,728,496 | 56.0% |
| Individuals | 201 | $45,937,575 | 41.7% |
| Corporations & businesses | 4 | $2,023,192 | 1.8% |
| Charities | 1 | $549,693 | 0.5% |
Filing source
Form ADV 2104601 · May 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: May 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
1625 5TH AVE SOUTHFORT DODGE, IA, 50501, United States
CRD 333559
Filing source
Form ADV 2104601 · May 11, 2026 · 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.