V
Visionary Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$544,222
Clients
6
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$90,704
About
Visionary Wealth Management LLC provides ongoing discretionary portfolio management to individual clients, managing approximately $544,000 across six client accounts. The firm works with retirement and taxable accounts and tailors advisory services to each client's needs, with no stated account minimums.
The adviser primarily invests in individual equities (alongside CDs and municipal and corporate debt) using idea flow from subscription research services such as The Motley Fool, focusing on current value, projected growth and identified catalysts, and conducting monthly portfolio reviews. VWM maintains discretionary authority but will execute client-requested purchases when clients wish to select specific investments.
Notable features for a small independent adviser include its size—one advisor and six clients—and its requirement that all accounts use the Interactive Brokers platform for custody and execution due to the firm’s scale. The adviser may trade the same securities for personal accounts that are recommended to clients under a written code of ethics, and the firm does not execute proxy votes on client-held securities.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $1,000,000: 1.0% per annum $1,000,001 - $5,000,000: 0.75% per annum $5,000,001+: 0.5% per annum
Most active in
Visionary Wealth Management LLC 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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")