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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Visionary Wealth Advisors LLC
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| CRD # | 169610 |
| SEC # | 801-78788 |
| CIK # | 0001802984 |
| AUM | $2.9 B (2025-03-31) |
| Employees | 59 (75% Investors, 0% Brokers) |
| Phone | 314-764-2727 |
| Address | 1401 South Brentwood Boulevard St Louis, MO 63144 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001802984 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 83.4 | ||
| Microsoft Corp | 55.3 | ||
| Quanta Services Inc | 39.4 | ||
| Cisco Systems Inc | 24.4 | ||
| Par Technology Corp | 22.7 | ||
| Procter & Gamble Co | 21.0 | ||
| Home Depot Inc | 19.6 | ||
| Broadcom Inc | 17.9 | ||
| Nvidia Corp | 17.7 | ||
| Amazon Com Inc | 17.6 | ||
| Wal Mart Stores Inc | 16.6 | ||
| J P Morgan Chase & Co | 16.1 | ||
| O Reilly Automotive Inc | 15.1 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,168 | 0.8 |
| (b) Individuals (high net worth individuals) | 723 | 1.9 |
| (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 | 62 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 10,262 | 2.9 |
| By Discretionary | ||
| Discretionary | 10,254 | 2.9 |
| Non-Discretionary | 8 | 0.0 |
| Total | 10,262 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 10,262 | 2.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802984] | |
| SC 13G | [0001802984] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Guardian Partners Inc
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|
2.9 | |
|
Midland Wealth Advisors LLC
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|
IL | 2.9 |
|
Meyer Handelman Company LLC
✚
|
NY | 2.9 |
|
Schneider Downs Wealth Management Advisors LP
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|
PA | 2.9 |
|
Csenge Advisory Group LLC
✚
|
FL | 2.9 |
|
Inspire Investing LLC
✚
|
ID | 2.9 |
|
Nuance Investments LLC
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|
MO | 2.8 |
|
Valley Forge Investment Consultants Inc
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|
PA | 2.8 |
|
Globalt Investments LLC
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|
GA | 2.8 |
|
Chesley Taft & Associates LLC
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|
IL | 2.8 |