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VISIONARY WEALTH PLANNERS LLC

Advisory

CA

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in CA
#4,836
of 5,480 advisers by AUM
Average account
$97K
across 67 accounts
AUM per adviser
$6M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM
$6M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients67
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

MENDES WEALTH MANAGEMENT, LLC
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HARVEY WEALTH MANAGEMENT LLC
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BROOKSIDE WEALTH MANAGEMENT LLC
$7M
TALENT ACQUISITION GROUP, INC. DBA SPIRITUS FINANCIAL PLANNING
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PACIFIC POINT WEALTH MANAGEMENT, LLC
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$6M

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