V
$110.2M Total AUM
$110.2M Disc. AUM
-- 3Y CAGR
2 Employees
231 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-29-2024
- Office Locations
- 1
Office Locations
1625 5TH AVE South Fort Dodge IA
About Visionx Wealth Partners
Visionx Wealth Partners is a Fort Dodge-based RIA. The firm has been operating for 1 years. Managing $110.2M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial and SEI.
Team overview
33 AVG AGE
$110.2M AVG AUM / ADVISOR
$477.2K AVG AUM / CLIENT
1.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
TANNER EUGENE UTLEY
Chief Compliance Officer, President, Private Wealth Advisor
- CRD
- #5886110
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,238,956 | $244,432 |
| Non-Discretionary | $0 | -- |
| Total | $110,238,956 | $244,432 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing