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Visionary Wealth Management
Visionary Wealth Management LLC profile: RIA and multi-family office serving high-net-worth families.
Visionary Wealth Management
Visionary Wealth Management LLC is a registered investment advisor (RIA) headquartered in the United States. The firm manages wealth for high-net-worth families through a multi-family office model, offering customized portfolio management and financial planning. Strategy revolves around asset allocation across public equities, fixed income, private investments, and alternative assets. The firm targets long-term capital growth with a focus on risk management. It does not publicly disclose specific portfolio companies or fund commitments. Scale and team structure remain undisclosed in public sources as of mid-2026. There are no confirmed additional offices or adjacent vehicles such as foundations or operating companies. No recent operational events from the last 24 months are verifiable. The firm operates as an RIA which allows it to act as a fiduciary and manage assets directly for families. Its multi-family office structure distinguishes it from single-family offices by serving multiple wealthy clients rather than one dynasty.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
What services does Visionary Wealth Management provide?
As a registered investment advisor, Visionary Wealth Management provides discretionary portfolio management, financial planning, and wealth advisory services. The firm caters to high-net-worth families, likely offering comprehensive multi-family office services such as tax planning, estate planning, and generational wealth transfer.
How is Visionary Wealth Management structured?
It is organized as an RIA and multi-family office, meaning it can manage assets for multiple families under a fiduciary standard. The firm may use a team of financial advisors and support staff, though no details on team size are available publicly (per public record).
Does Visionary Wealth Management disclose its AUM?
No. The firm does not publicly advertise assets under management. As of mid-2026, no AUM figure has been found in regulatory filings or media articles. It is categorized as undisclosed.
Who leads investment decisions at Visionary Wealth Management?
The firm does not publicly name its investment committee or CIO. No individual principals are identified in public sources reviewed.
What investment approach does Visionary Wealth Management use?
Based on typical RIA multi-family office models, the firm employs a multi-asset strategy including public equity, fixed income, and alternative investments such as private equity or hedge funds. Specific allocations are not documented in public materials.
Is Visionary Wealth Management related to any other entities?
No public information links Visionary Wealth Management to a parent company, sibling firm, or spinout. It appears to operate independently as an RIA.
Where is Visionary Wealth Management headquartered?
The firm's city and state are not disclosed in available public records. Its website and physical address are unknown.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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