What departments does Vizionary Wealth Management have?

Vizionary Wealth Management has employees across 2 departments including Operations, Administrative.

What is the largest department at Vizionary Wealth Management?

The largest department at Vizionary Wealth Management is Operations with 2 employees.

Where are Vizionary Wealth Management employees located globally?

Vizionary Wealth Management has employees across 2 continents and 2 countries including South Africa, United States Of America.

How has Vizionary Wealth Management's team size changed over time?

Vizionary Wealth Management's team has grown from approximately 5 to 11 employees based on available data.

Vizionary Wealth Management Employee Directory

Financial ServicesDelaware, United States11-50 Employees

Just about everyone has a different opinion on how you should invest or manage your money.

With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation

Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

At Vizionary Wealth Management, we strive to create a personalized financial roadmap that guides you toward your desired destination.

We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies.

In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

Advisory services offered through WealthPlan Investment Management. WealthPlan Investment Management and Vizionary Wealth Management are separate entities.

Please visit our website for full disclosures.

Third-party comments may not be representative of all customer experiences.

Find Vizionary Wealth Management employees' phone numbers or email addresses

Vizionary Wealth Management Global Highlights

North America
12

United States Of America
12

Africa
1

South Africa
1

Vizionary Wealth Management's Leadership

M. P.
Vice President Of Operations
Mobile Phone
Email
W. W.
President
Mobile Phone
Email
M. A.
Vice President
Mobile Phone
Email
B. C.
Director Of Client Services
Mobile Phone
Email
W. B.
Office Manager
Mobile Phone
Email
M. P.
Operations Manager
Mobile Phone
Email
W. B.
Office Manager
Mobile Phone
Email
C. J.
Client Services Coordinator
Mobile Phone
Email

Vizionary Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other
Business

Contact profiles from Vizionary Wealth Management

Name

Title

Contact Info

Location

Last Update

W. W.
President
Mobile Phone
Email
United StatesDelaware
Oct 14, 2025
M. P.
Vice President Of Operations
Mobile Phone
Email
United StatesMississippi
Mar 25, 2026
M. A.
Vice President
Mobile Phone
Email
United StatesPennsylvania
Oct 16, 2024
B. C.
Director Of Client Services
Mobile Phone
Email
United StatesDelaware
Aug 09, 2025
W. B.
Office Manager
Mobile Phone
Email
United StatesPennsylvania
Mar 24, 2026
M. P.
Operations Manager
Mobile Phone
Email
United StatesDelaware
Mar 24, 2026
W. B.
Office Manager
Mobile Phone
Email
United StatesDelaware
Apr 23, 2025
C. J.
Client Services Coordinator
Mobile Phone
Email
United StatesNew Jersey
Nov 20, 2025

Frequently Asked Questions

What is Vizionary Wealth Management known for?

Vizionary Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 1020 West 18th Street Wilmington, Delaware 19802 United States. Explore Vizionary Wealth Management's company overview page for more information.

What is Vizionary Wealth Management's most common email format?

Vizionary Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vizionary Wealth Management email formats with LeadIQ.

How many employees does Vizionary Wealth Management have currently?

Vizionary Wealth Management has approximately 15 employees as of April 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Vizionary Wealth Management's key employees and leadership?

As of April 2026, Vizionary Wealth Management's key employees include:

Vice President Of Operations: M. P.
President: W. W.
Vice President: M. A.
Director Of Client Services: B. C.
Office Manager: W. B.

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