CRD: 169610
Visionary Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-12-2013
- Office Locations
- 8
Office Locations
About Visionary Wealth Advisors, LLC
Visionary Wealth Advisors is a St. Louis-area RIA providing goals-based wealth management and bespoke financial planning for individuals and families, including tax and estate planning, insurance, and charitable giving. Investment approach centers on asset allocation and risk management, with ETF-heavy portfolios complemented by mutual funds, fixed income, and select alternatives/real estate. A distinctive “Circuit of Success” framework and companion podcast support ongoing client engagement.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RYAN THOMAS BARKE
Chief Compliance Officer, General Counsel, Vice President
- CRD
- --
- Ownership
- Less than 5%
BRETT GERALD GILLILAND
Chief Executive Officer, Wealth Advisor
- CRD
- #4401004
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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JASON ROBERT BALDUS
Wealth Management Advisor
- CRD
- #5190808
CHRISTOPHER EDWARD BASCH MR.
Wealth Management Advisor
- CRD
- #2371844
Showing 2 of 49 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,500,402,423 | $317,353 |
| Non-Discretionary | $35,907,786 | $3,264,344 |
| Total | $3,536,310,209 | $320,289 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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