VISIONARY WEALTH ADVISORS, LLC
CRD #169610 SEC #801-78788 ST. LOUIS, MO 314-764-2727
SEC Registered
Total AUM
$2.9B
Discretionary
$2.9B
Employees
59
Clients
--
Accounts
10,262
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.9B | $2.9B | $5.6M | 59 | 31 |
| Mar 2024 | $2.4B | $2.4B | $5.6M | 52 | 18 |
| Mar 2023 | $2B | $2B | $6.3M | 52 | 65 |
| Dec 2022 | $2.1B | $2.1B | $6.3M | 63 | 101 |
| Mar 2022 | $2.1B | $2.1B | $6.3M | 63 | 101 |
| Jun 2021 | $1.7B | $1.7B | $0 | 51 | 8 |
| Jun 2021 | $1.7B | $1.7B | $0 | 51 | 8 |
| Mar 2021 | $1.7B | $1.7B | $0 | 51 | 8 |
| Dec 2020 | $1.1B | $1.1B | $489.4K | 44 | 0 |
| Oct 2020 | $1.1B | $1.1B | $489.4K | 44 | 0 |
| Jun 2020 | $1.1B | $1.1B | $489.4K | 44 | 0 |
| Apr 2020 | $1.1B | $1.1B | $489.4K | 44 | 0 |
| Mar 2020 | $632.2M | $590.8M | $41.3M | 45 | 0 |
| Jan 2020 | $632.2M | $590.8M | $41.3M | 45 | 0 |
| Dec 2019 | $632.2M | $590.8M | $41.3M | 45 | 0 |
| Sep 2019 | $632.2M | $590.8M | $41.3M | 45 | 0 |
| Mar 2019 | $632.2M | $590.8M | $41.3M | 45 | 0 |
| Jan 2019 | $564M | $559.3M | $4.7M | 37 | 0 |
| Nov 2018 | $564M | $559.3M | $4.7M | 37 | 0 |
| Sep 2018 | $564M | $559.3M | $4.7M | 37 | 0 |
| May 2018 | $564M | $559.3M | $4.7M | 37 | 0 |
| Mar 2018 | $564M | $559.3M | $4.7M | 37 | 0 |
| Dec 2017 | $592M | $565M | $27M | 40 | 0 |
| Jul 2017 | $592M | $565M | $27M | 40 | 2,000 |
| Jun 2017 | $592M | $565M | $27M | 40 | 2,000 |
| Mar 2017 | $592M | $565M | $27M | 40 | 2,000 |
| Jan 2017 | $347.7M | $322M | $25.7M | 40 | 970 |
| Aug 2016 | $347.7M | $322M | $25.7M | 40 | 970 |
| Mar 2016 | $347.7M | $322M | $25.7M | 40 | 970 |
| Feb 2016 | $258.4M | $254.3M | $4.1M | 40 | 970 |
| Feb 2016 | $258.4M | $254.3M | $4.1M | 40 | 970 |
| Feb 2016 | $258.4M | $254.3M | $4.1M | 40 | 970 |
| Jan 2016 | $258.4M | $254.3M | $4.1M | 40 | 970 |
| Jan 2016 | $258.4M | $254.3M | $4.1M | 40 | 970 |
| Dec 2015 | $258.4M | $254.3M | $4.1M | 40 | 970 |
| Oct 2015 | $258.4M | $254.3M | $4.1M | 40 | 970 |
| Oct 2015 | $258.4M | $254.3M | $4.1M | 40 | 970 |
| Jul 2015 | $258.4M | $254.3M | $4.1M | 40 | 970 |
| Jun 2015 | $258.4M | $254.3M | $4.1M | 40 | 970 |
| Mar 2015 | $258.4M | $254.3M | $4.1M | 40 | 970 |
| Jan 2015 | $221.5M | $218M | $3.5M | 21 | 0 |
| Oct 2014 | $221.5M | $218M | $3.5M | 21 | 0 |
| Sep 2014 | $221.5M | $218M | $3.5M | 21 | 0 |
| Aug 2014 | $0 | $0 | $0 | 21 | 0 |
| Jul 2014 | $0 | $0 | $0 | 21 | 0 |
| Jun 2014 | $0 | $0 | $0 | 2 | 0 |
| Apr 2014 | $0 | $0 | $0 | 2 | 0 |
| Mar 2014 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$5.6M
Employees59
Clients31
DateMar 2024
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$5.6M
Employees52
Clients18
DateMar 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$6.3M
Employees52
Clients65
DateDec 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$6.3M
Employees63
Clients101
DateMar 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$6.3M
Employees63
Clients101
DateJun 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees51
Clients8
DateJun 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees51
Clients8
DateMar 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees51
Clients8
DateDec 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$489.4K
Employees44
Clients0
DateOct 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$489.4K
Employees44
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$489.4K
Employees44
Clients0
DateApr 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$489.4K
Employees44
Clients0
DateMar 2020
Total AUM$632.2M
Discretionary$590.8M
Non-Disc.$41.3M
Employees45
Clients0
DateJan 2020
Total AUM$632.2M
Discretionary$590.8M
Non-Disc.$41.3M
Employees45
Clients0
DateDec 2019
Total AUM$632.2M
Discretionary$590.8M
Non-Disc.$41.3M
Employees45
Clients0
DateSep 2019
Total AUM$632.2M
Discretionary$590.8M
Non-Disc.$41.3M
Employees45
Clients0
DateMar 2019
Total AUM$632.2M
Discretionary$590.8M
Non-Disc.$41.3M
Employees45
Clients0
DateJan 2019
Total AUM$564M
Discretionary$559.3M
Non-Disc.$4.7M
Employees37
Clients0
DateNov 2018
Total AUM$564M
Discretionary$559.3M
Non-Disc.$4.7M
Employees37
Clients0
DateSep 2018
Total AUM$564M
Discretionary$559.3M
Non-Disc.$4.7M
Employees37
Clients0
DateMay 2018
Total AUM$564M
Discretionary$559.3M
Non-Disc.$4.7M
Employees37
Clients0
DateMar 2018
Total AUM$564M
Discretionary$559.3M
Non-Disc.$4.7M
Employees37
Clients0
DateDec 2017
Total AUM$592M
Discretionary$565M
Non-Disc.$27M
Employees40
Clients0
DateJul 2017
Total AUM$592M
Discretionary$565M
Non-Disc.$27M
Employees40
Clients2,000
DateJun 2017
Total AUM$592M
Discretionary$565M
Non-Disc.$27M
Employees40
Clients2,000
DateMar 2017
Total AUM$592M
Discretionary$565M
Non-Disc.$27M
Employees40
Clients2,000
DateJan 2017
Total AUM$347.7M
Discretionary$322M
Non-Disc.$25.7M
Employees40
Clients970
DateAug 2016
Total AUM$347.7M
Discretionary$322M
Non-Disc.$25.7M
Employees40
Clients970
DateMar 2016
Total AUM$347.7M
Discretionary$322M
Non-Disc.$25.7M
Employees40
Clients970
DateFeb 2016
Total AUM$258.4M
Discretionary$254.3M
Non-Disc.$4.1M
Employees40
Clients970
DateFeb 2016
Total AUM$258.4M
Discretionary$254.3M
Non-Disc.$4.1M
Employees40
Clients970
DateFeb 2016
Total AUM$258.4M
Discretionary$254.3M
Non-Disc.$4.1M
Employees40
Clients970
DateJan 2016
Total AUM$258.4M
Discretionary$254.3M
Non-Disc.$4.1M
Employees40
Clients970
DateJan 2016
Total AUM$258.4M
Discretionary$254.3M
Non-Disc.$4.1M
Employees40
Clients970
DateDec 2015
Total AUM$258.4M
Discretionary$254.3M
Non-Disc.$4.1M
Employees40
Clients970
DateOct 2015
Total AUM$258.4M
Discretionary$254.3M
Non-Disc.$4.1M
Employees40
Clients970
DateOct 2015
Total AUM$258.4M
Discretionary$254.3M
Non-Disc.$4.1M
Employees40
Clients970
DateJul 2015
Total AUM$258.4M
Discretionary$254.3M
Non-Disc.$4.1M
Employees40
Clients970
DateJun 2015
Total AUM$258.4M
Discretionary$254.3M
Non-Disc.$4.1M
Employees40
Clients970
DateMar 2015
Total AUM$258.4M
Discretionary$254.3M
Non-Disc.$4.1M
Employees40
Clients970
DateJan 2015
Total AUM$221.5M
Discretionary$218M
Non-Disc.$3.5M
Employees21
Clients0
DateOct 2014
Total AUM$221.5M
Discretionary$218M
Non-Disc.$3.5M
Employees21
Clients0
DateSep 2014
Total AUM$221.5M
Discretionary$218M
Non-Disc.$3.5M
Employees21
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees21
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees21
Clients0
DateJun 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0