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Visionary Wealth Planners
VISIONARY WEALTH PLANNERS LLC is a state-registered investment adviser in BAKERSFIELD, CA. The firm manages approximately $6 million in regulatory assets.
Overview
VISIONARY WEALTH PLANNERS LLC is a state-registered investment adviser in BAKERSFIELD, CA. The firm manages approximately $6 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Visionary Wealth Planners?
Visionary Wealth Planners has not publicly named any principals or investment professionals. The firm's leadership structure is not available from any verifiable source, including regulatory filings or news media.
What investment stages does Visionary Wealth Planners typically target?
The firm has not disclosed any target investment stages, asset classes, or geographic preferences. No portfolio companies or deals have been publicly attributed to the firm.
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