Visionary Wealth Management

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.

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).

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.

The firm does not publicly name its investment committee or CIO. No individual principals are identified in public sources reviewed.

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.

No public information links Visionary Wealth Management to a parent company, sibling firm, or spinout. It appears to operate independently as an RIA.

The firm's city and state are not disclosed in available public records. Its website and physical address are unknown.