Visionx Wealth Partners
● SEC registered since 2026CRD 333559SEC# 801-136433Fort Dodge, IA
Reg. AUM
$110.2M
Employees
2
Accounts
451
Location
Fort Dodge, IA
Visionx Wealth Partners assets under management
Visionx Wealth Partners is a registered investment adviser overseen by the SEC based in Fort Dodge, IA. The firm has been registered since 2026. It reports $110.2 million in regulatory assets under management and employs 2 people.
Visionx Wealth Partners owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Tanner Eugene Utley Control | President And Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Visionx Wealth Partners manage?
Visionx Wealth Partners reports $110.2 million in regulatory assets under management on its Form ADV.
How many employees does Visionx Wealth Partners have?
Visionx Wealth Partners reports 2 employees.
Where is Visionx Wealth Partners located?
Visionx Wealth Partners is based in Fort Dodge, IA and has been SEC-registered since 2026.
Does Visionx Wealth Partners disclose fund performance?
Visionx Wealth Partners is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1625 5th Ave South, Fort Dodge, IA 50501 |
| Phone | 515-570-4032 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$110.2MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$110.2Mregulatory AUM
Discretionary $110.2M