# Visionary Planning & Investment, LLC

Visionary Planning & Investment, LLC is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 287739
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287739

## About

VISIONARY PLANNING & INVESTMENT, LLC is a state-registered investment adviser in AURORA, CO. The firm manages approximately $19 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Visionary Planning & Investment, LLC?

No principals or investment decision-makers are publicly disclosed for this firm. SEC records, state incorporation filings, and financial media contain no named individuals. The firm has not registered as an investment adviser, so no Form ADV is available to identify key personnel.

### Does Visionary Planning & Investment, LLC participate in fund commitments or direct deals?

There is no public evidence that the firm participates in fund commitments or direct investments. No portfolio companies, fund interests, or co-investments have been reported in any credible source. The firm's investment activity, if any, is unknown.

### What investment stages does Visionary Planning & Investment, LLC typically target?

No targeted investment stages have been disclosed for this firm. It does not appear in any venture capital, growth equity, private equity, or public markets databases. Without any track record or strategy documents, stage preference cannot be inferred.

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Last updated: 2026-06-03T20:00:00.000Z

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