# VISIONX WEALTH PARTNERS

VISIONX WEALTH PARTNERS is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 333559
- **SEC file number:** 801-136433
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333559

## About

VISIONX WEALTH PARTNERS is an SEC-registered investment adviser in FORT DODGE, IA. The firm manages approximately $110 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## Questions

### What investment stages does VisionX Wealth Partners typically target?

The firm targets stabilized and growth-stage private credit, income-producing real estate, and infrastructure assets. It avoids early-stage venture and public market equity. The emphasis is on predictable yield and capital preservation.

### Does VisionX Wealth Partners co-invest alongside external GPs?

Yes, the firm participates in co-investment opportunities alongside institutional general partners, particularly in private credit and real estate transactions. These co-investment structures allow its clients to access deals at scale without committing to full fund vehicles.

## Related profiles

- [KARL KAPITAL](https://altss.com/profile/karl-kapital)
- [Mattan Capital Partners](https://altss.com/profile/mattan-capital-partners-lp)

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Last updated: 2026-07-06T01:24:28.338Z

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