Visionary Wealth Advisors LLC

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Visionary Wealth Advisors LLC
CRD #169610
SEC #801-78788
CIK #0001802984
AUM $2.4 BB (2024-03-29)
Employees 52 (75% Investors, 2% Brokers)
Phone314-764-2727
Address1401 South Brentwood Boulevard
St Louis, MO 63144
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($BB)
3.02.41.81.20.60.02009201420192025
CIK Period
0001802984
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Apple Inc 2,382,844.0 46.8
Microsoft Corp 1,918,222.4 41.8
Quanta Services Inc 17,834.3 33.8
Procter & Gamble Co 338,108.9 21.7
Cisco Systems Inc 178,309.9 17.1
Par Technology Corp 1,028.9 15.8
Napco Security Technologies Inc 756.3 14.4
Broadcom Inc 201,282.9 12.9
J P Morgan Chase & Co 340,169.2 12.8
Ultralife Corp 77.9 11.7
Wal Mart Stores Inc 335,434.5 11.5
Chevron Corp 294,604.1 11.1
Qualcomm Inc/DE 147,392.0 10.7
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 34,325 0.8
(b) Individuals (high net worth individuals) 616 1.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 81 0.1
(n) Other 0 0.0
Total 9,643 2.4
By Discretionary
Discretionary 9,635 2.4
Non-Discretionary 8 0.0
Total 9,643 2.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.4
Total 9,643 2.4
EDGAR Form CIK 2011 - 2024
13F-HR [0001802984]
SC 13G [0001802984]
Form 13D/13G Filer Form 13D/13G Subject Filed
Visionary Wealth Advisors CSP Inc /MA/ [2024-02-14]
Visionary Wealth Advisors Ultralife Corp [2024-02-14]
Visionary Wealth Advisors CSP Inc /MA/ [2023-02-14]
Visionary Wealth Advisors Ultralife Corp [2023-02-14]
Visionary Wealth Advisors CSP Inc /MA/ [2022-02-15]
Visionary Wealth Advisors Ultralife Corp [2022-02-15]
Visionary Wealth Advisors CSP Inc /MA/ [2021-02-17]
Visionary Wealth Advisors Ultralife Corp [2021-02-17]
Visionary Wealth Advisors CSP Inc /MA/ [2020-02-18]
Visionary Wealth Advisors Ultralife Corp [2020-02-18]
Comparable Firms State AUM ($BB)
Guardian Capital Advisors LP
2.5
Urban Investment Advisors Inc
CA 2.5
Advisor Resource Council
TX 2.5
Summitry LLC
CA 2.5
Vista Capital Partners Inc
OR 2.4
Alphacore Capital LLC
CA 2.4
Gibson Capital LLC
PA 2.4
Nutter Investment Advisors Limited Partnership
MA 2.4
Retirement Income Solutions Inc
MI 2.4
Meeder Asset Management Inc
OH 2.4
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