Greybridge Private Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Visionary Wealth Partners LLC provides investment management, financial planning, and retirement-plan consulting to a range of clients including trusts, estates, charitable organizations, corporations, and pension and profit‑sharing plans. The firm also advises on and allocates assets held inside insurance products such as variable life insurance and annuity contracts, and may implement strategies through Independent Managers.
The firm generally emphasizes passive investment management, using diversified, low‑cost index mutual funds and ETFs, asset allocation, periodic rebalancing, and tax‑aware considerations to align portfolios with client risk profiles. When appropriate, it selects and oversees independent sub‑advisers and may allocate among mutual funds, ETFs, individual securities and limited derivatives according to each client’s objectives.
Noteworthy for an investment‑manager filing, the adviser discloses an affiliation with the insurance industry via a licensed insurance professional and explicitly advises on assets maintained at underwriting insurance companies—an arrangement that is uncommon among peers. The firm also describes a formal process for selecting and monitoring Independent Managers (including relationships with providers such as SEI and Orion) and filed as a newly registered adviser with no reportable AUM at the time of its ADV submission.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Fee options
Financial planning fixed fees generally ranging from $1,500 to $25,000, negotiable
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable
Between $250 and $500 per hour for financial planning services
Minimum fee: Financial planning fixed fees generally range between $1,500 and $25,000; hourly fees between $250 and $500 per hour Fee-only: Investment advisory fees based on tiered AUM schedule; financial planning fees fixed or hourly as negotiated
Main office location
Greybridge Private Wealth
7550 W Interstate 10, Suite 800 1459
San Antonio TX 78229, United States
Number of offices
1
Most active in
Greybridge Private Wealth has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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