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| Visionary Wealth Advisors LLC
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| |
|---|---|
| CRD # | 169610 |
| SEC # | 801-78788 |
| CIK # | 0001802984 |
| AUM | $2.4 BB (2024-03-29) |
| Employees | 52 (75% Investors, 2% Brokers) |
| Phone | 314-764-2727 |
| Address | 1401 South Brentwood Boulevard St Louis, MO 63144 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 46.8 | |
| MSFT | 1,918,222.4 | 41.8 | |
| PWR | 17,834.3 | 33.8 | |
| PG | 338,108.9 | 21.7 | |
| CSCO | 178,309.9 | 17.1 | |
| PAR | 1,028.9 | 15.8 | |
| NSSC | 756.3 | 14.4 | |
| AVGO | 201,282.9 | 12.9 | |
| JPM | 340,169.2 | 12.8 | |
| ULBI | 77.9 | 11.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34,325 | 0.8 |
| (b) Individuals (high net worth individuals) | 616 | 1.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 81 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 9,643 | 2.4 |
| By Discretionary | ||
| Discretionary | 9,635 | 2.4 |
| Non-Discretionary | 8 | 0.0 |
| Total | 9,643 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 9,643 | 2.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802984] | |
| SC 13G | [0001802984] |
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|---|---|---|
|
Guardian Capital Advisors LP
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|
2.5 | |
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Urban Investment Advisors Inc
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CA | 2.5 |
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Summitry LLC
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CA | 2.5 |
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OR | 2.4 |
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Alphacore Capital LLC
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CA | 2.4 |
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Gibson Capital LLC
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PA | 2.4 |
|
Nutter Investment Advisors Limited Partnership
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MA | 2.4 |
|
Retirement Income Solutions Inc
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MI | 2.4 |
|
Meeder Asset Management Inc
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OH | 2.4 |