VISIONARY WEALTH MANAGEMENT, LLC
CRD #311702 SEC #801-120223 ALPHARETTA, GA 678-694-8770
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
16
Clients
--
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 10, 2021
- Branch Offices
- 23
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARLIN, ROSS, EVAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARLIN, ROSS, EVAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GIBBS, EDWARD, BYRON | I | MANAGING MEMBER/OWNER | D | Control |
| GIBBS, EDWARD, BYRON | I | MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | D | Control |
| GIBBS, EDWARD, BYRON | I | MANAGING MEMBER/OWNER | D | Control |
| GIBBS, EDWARD, BYRON | I | MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | D | Control |
| GIBBS, EDWARD, BYRON | I | MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | D | Control |
| GIBBS, EDWARD, BYRON | I | MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | D | Control |
| Dunkelberger, Dana | I | MANAGING MEMBER/OWNER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| Dunkelberger, Dana | I | OWNER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| Dunkelberger, Dana | I | MANAGING MEMBER/OWNER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| Dunkelberger, Dana | I | MANAGING MEMBER/OWNER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| Dunkelberger, Dana | I | OWNER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| Dunkelberger, Dana | I | OWNER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| Knepp, Jon-Jon | I | MANAGING MEMBER/OWNER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| Knepp, Jon-Jon | I | OWNER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| Knepp, Jon-Jon | I | MANAGING MEMBER/OWNER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| Knepp, Jon-Jon | I | MANAGING MEMBER/OWNER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| Knepp, Jon-Jon | I | OWNER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| Knepp, Jon-Jon | I | OWNER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| PESCI, NICOLAS, JOHN | I | MANAGING MEMBER/OWNER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| PESCI, NICOLAS, JOHN | I | OWNER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| PESCI, NICOLAS, JOHN | I | MANAGING MEMBER/OWNER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| PESCI, NICOLAS, JOHN | I | MANAGING MEMBER/OWNER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| PESCI, NICOLAS, JOHN | I | OWNER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| PESCI, NICOLAS, JOHN | I | OWNER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
Registrations
Federal
IA
Aug 10, 2021 REGISTERED
Notice Filings (18)
CA CO CT FL GA IA ID IL IN KY NC NV NY SC TX UT VA WI
Address
3980 OLD MILTON PARKWAYALPHARETTA, GA 30005
United States
Phone: 678-694-8770