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Visionary Wealth Advisors Employee Directory

Financial ServicesMissouri, United States51-200 Employees

Visionary Wealth Advisors is a financial services firm based in St. Louis, Missouri. It operates as a Registered Independent Advisor, avoiding proprietary investments and prioritizing guidance designed to benefit the client. The firm serves clients seeking comprehensive wealth management and planning, helping them define life goals and pursue them with personalized plans and a broad range of investment options accessible through the RIA model. In November 2023, Visionary Wealth Advisors added Katie Lorberg as a wealth management adviser. The firm has previously been recognized for fast growth, including a top-five ranking among fast-growing financial advisory firms in 2021.

Find Visionary Wealth Advisors employees' phone numbers or email addresses

Visionary Wealth Advisors Global Highlights

Location
Employees

North America
89

Minus sign iconPlus sign icon
  • United States Of America
    89

Visionary Wealth Advisors's Leadership

  • Chief Growth Officer at Visionary Wealth Advisors
    J. G.
    Chief Growth Officer
    Mobile Phone
  • President And Founder at Visionary Wealth Advisors
    T. G.
    President And Founder
    Mobile Phone
  • Founder Chief Executive Officer at Visionary Wealth Advisors
    J. N.
    Founder Chief Executive Officer
    Mobile Phone
  • Founder Chief Executive Officer at Visionary Wealth Advisors
    P. H.
    Founder Chief Executive Officer
    Mobile Phone
  • General Counsel & Chief Compliance Office at Visionary Wealth Advisors
    G. B.
    General Counsel & Chief Compliance Office
    Mobile Phone
  • Director Of Client Services at Visionary Wealth Advisors
    N. D.
    Director Of Client Services
    Mobile Phone
  • Director, New Business Development at Visionary Wealth Advisors
    J. G.
    Director, New Business Development
    Mobile Phone
  • Sr. Wealth Manager at Visionary Wealth Advisors
    S. H.
    Sr. Wealth Manager
    Mobile Phone

Visionary Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Community & Social Services
  • Legal
  • Other

Contact profiles from Visionary Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Manager at Visionary Wealth Advisors
    S. A.
    Manager
    Mobile Phone
    Oct 23, 2024
  • Sr. Wealth Management Advisor at Visionary Wealth Advisors
    K. M.
    Sr. Wealth Management Advisor
    Mobile Phone
    Jun 08, 2026
  • Senior Wealth Management Advisor Crpc at Visionary Wealth Advisors
    N. M.
    Senior Wealth Management Advisor Crpc
    Mobile Phone
    Nov 12, 2025
  • Senior Wealth Advisor at Visionary Wealth Advisors
    B. F.
    Senior Wealth Advisor
    Mobile Phone
    Oct 16, 2024
  • Senior Wealth Advisor at Visionary Wealth Advisors
    J. A.
    Senior Wealth Advisor
    Mobile Phone
    Oct 17, 2024
  • Senior Wealth Management Advisor Crpc at Visionary Wealth Advisors
    N. M.
    Senior Wealth Management Advisor Crpc
    Mobile Phone
    Oct 16, 2024
  • Wealth Management Advisor at Visionary Wealth Advisors
    J. R.
    Wealth Management Advisor
    Mobile Phone
    Jun 26, 2026
  • Wealth Management Advisor at Visionary Wealth Advisors
    K. K.
    Wealth Management Advisor
    Mobile Phone
    Sep 12, 2025
  • Receptionist at Visionary Wealth Advisors
    L. H.
    Receptionist
    Mobile Phone
    Aug 06, 2026
  • Wealth Management Advisor At Visionary Wealth Advisors at Visionary Wealth Advisors
    A. F. C. C. C.
    Wealth Management Advisor At Visionary Wealth Advisors
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Visionary Wealth Advisors known for?

Minus sign iconPlus sign iconVisionary Wealth Advisors was founded in 2014 and operates in the Financial Services industry. You can contact Visionary Wealth Advisors's main corporate office by phone at
+1-618-659-****
. Explore Visionary Wealth Advisors's company overview page for more information.

What is Visionary Wealth Advisors's most common email format?

Minus sign iconPlus sign iconVisionary Wealth Advisors employees' email format typically follows the pattern of First.Last@vwa-llc.com. Trying to find reliable and up-to-date employee contact data? Find more Visionary Wealth Advisors email formats with LeadIQ.

How many employees does Visionary Wealth Advisors have currently?

Minus sign iconPlus sign iconVisionary Wealth Advisors has approximately 71 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Visionary Wealth Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Visionary Wealth Advisors's key employees include:

  • Chief Growth Officer: J. G.
  • President And Founder: T. G.
  • Founder Chief Executive Officer: J. N.
  • Founder Chief Executive Officer: P. H.
  • General Counsel & Chief Compliance Office: G. B.

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