CRD: 169610
Visionary Wealth Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 31, 2026, reported AUM increased 23.8%, from $2.9B to $3.5B.
Across 5 reported observations, AUM increased 66.1% between December 12, 2022 and March 31, 2026, from $2.1B to $3.5B.
Of the latest reported AUM, 99.0% is discretionary and 1.0% is non-discretionary.
The firm reports 51 advisory representatives and 4,316 clients, or 84.6 clients per representative. That equates to $819.3K in reported AUM per client.
The profile lists 8 reported office locations and 12 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Visionary Wealth Advisors, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Visionary Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Visionary Wealth Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Visionary Wealth Advisors, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing