|
⚲
|
| Visionx Wealth Partners
✚
|
|
|---|---|
| CRD # | 333559 |
| SEC # | 801-136433 |
| CIK # | |
| AUM | $110.2 M (2026-05-11) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 515-570-4032 |
| Address | 1625 5th Ave South Fort Dodge, IA 50501 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 45.9 |
| (b) Individuals (high net worth individuals) | 25 | 61.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 451 | 110.2 |
| By Discretionary | ||
| Discretionary | 451 | 110.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 451 | 110.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.2 | |
| Total | 451 | 110.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Setarcos Wealth Advisors LLC
✚
|
PA | 0.1 |
|
People MAKE the Difference Inc
✚
|
AL | 0.1 |
|
Gallacher Capital LLC
✚
|
CO | 0.1 |
|
Advanced Wealth Management LLC
✚
|
FL | 0.1 |
|
One Oak Holdings LLC
✚
|
0.1 | |
|
Tenbridge Partners LLC
✚
|
OR | 0.1 |
|
JAKE Carris Financial Planning LLC
✚
|
FL | 0.1 |
|
Veraz Advisors LLC
✚
|
CA | 0.1 |
|
Capstone Wealth Management Corp
✚
|
FL | 0.1 |
|
Northbrook Financial Planning LLC
✚
|
MD | 0.1 |