Insights

Strong Market Presence Visionary Wealth Advisors operates in the financial services industry with an estimated revenue between 50 and 100 million dollars, indicating a well-established client base and significant market influence, presenting opportunities for premium service offerings.

Growth and Recognition The firm has been recognized as one of the fastest-growing financial advisor firms in America and placed in the top 5 of industry rankings in 2021, highlighting its rapid expansion and potential for scalable partnership opportunities.

Investment Strategy Recent substantial investments in diverse assets such as high-yield bonds and technology stocks suggest an active and sophisticated investment approach, opening avenues for advanced financial products and tailored portfolio management tools.

Client-Centric Approach As an independent Registered Investment Advisor with no proprietary investments and a focus on personalized advice, the firm values flexibility and unbiased recommendations, creating opportunities for partners who can enhance its suite of client-focused solutions.

Expanding Team The addition of new team members, including wealth management advisers like Katie Lorberg and Drew Geldbach, signals ongoing growth and increased capacity to serve a broader client base, ideal for service providers aiming to support infrastructure expansion.

Similar companies to Visionary Wealth Advisors

Visionary Wealth Advisors Tech Stack

Visionary Wealth Advisors uses 8 technology products and services including iCIMS, Cloudflare CDN, Shopify, and more. Explore Visionary Wealth Advisors's tech stack below.

  • iCIMS
    Applicant Tracking Systems
  • Cloudflare CDN
    Content Delivery Network
  • Shopify
    E-commerce
  • Microsoft Excel
    Editors
  • Font Awesome
    Font Scripts
  • SiteGround
    Platform As A Service
  • Google Tag Manager
    Tag Management
  • Ninja Forms
    Web Platform Extensions

Media & News

Visionary Wealth Advisors's Email Address Formats

Visionary Wealth Advisors uses at least 2 format(s):
Visionary Wealth Advisors Email FormatsExamplePercentage
First.Last@vwa-llc.comJohn.Doe@vwa-llc.com
88%
Fir.Last@vwa-llc.comJoh.Doe@vwa-llc.com
5%
First.Middle@vwa-llc.comJohn.Michael@vwa-llc.com
5%
Last.First@vwa-llc.comDoe.John@vwa-llc.com
2%
First.Last@visionarywealthadvisors.comJohn.Doe@visionarywealthadvisors.com
86%
FLast@visionarywealthadvisors.comJDoe@visionarywealthadvisors.com
14%

Frequently Asked Questions

Where is Visionary Wealth Advisors's headquarters located?

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Visionary Wealth Advisors's main headquarters is located at 1401 South Brentwood Boulevard Suite 700 St. Louis, Missouri 63144 United States. The company has employees across 1 continents, including North America.

What is Visionary Wealth Advisors's phone number?

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You can contact Visionary Wealth Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Visionary Wealth Advisors's official website and social media links?

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Visionary Wealth Advisors's official website is visionarywealthadvisors.com and has social profiles on LinkedIn.

What is Visionary Wealth Advisors's SIC code NAICS code?

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Visionary Wealth Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Visionary Wealth Advisors have currently?

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As of May 2026, Visionary Wealth Advisors has approximately 68 employees across 1 continents, including North America. Key team members include Chief Executive Officer: B. G.Chief Growth Officer: J. G.President / Founder: T. H.. Explore Visionary Wealth Advisors's employee directory with LeadIQ.

What industry does Visionary Wealth Advisors belong to?

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Visionary Wealth Advisors operates in the Financial Services industry.

What technology does Visionary Wealth Advisors use?

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Visionary Wealth Advisors's tech stack includes iCIMSCloudflare CDNShopifyMicrosoft ExcelFont AwesomeSiteGroundGoogle Tag ManagerNinja Forms.

What is Visionary Wealth Advisors's email format?

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Visionary Wealth Advisors's email format typically follows the pattern of First.Last@vwa-llc.com. Find more Visionary Wealth Advisors email formats with LeadIQ.

When was Visionary Wealth Advisors founded?

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Visionary Wealth Advisors was founded in 2014.

Visionary Wealth Advisors

Financial ServicesMissouri, United States51-200 Employees

We are a company built by people who love to help others define their life goals, dream big, and accomplish what they set out to do. We are more than wealth advisors. We are Visionaries. 

Visionaries plan for the future with wisdom, optimism & creativity. They always look forward, inspiring their clients to envision what their future could be, pushing their limits, & encouraging them to achieve their dreams.

Visionary Wealth Advisors is a Registered Independent Advisor, and like all RIA firms, we have no proprietary investments to sell, nor have any incentive to recommend funds that do not fully benefit the client. But unlike most RIA firms, we have not set any limits for ourselves. 
 
Our Visionaries have access to the whole world of investment choices. Every recommendation we make is specific and personal to the client, based on their unique situation and life goals. We work together with our clients to help them see and achieve a future greater than their past.

Section iconCompany Overview

Headquarters
1401 South Brentwood Boulevard Suite 700 St. Louis, Missouri 63144 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Visionary Wealth Advisors's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Visionary Wealth Advisors's revenue is estimated to be in the range of $50M$100M

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