Visionary Wealth Advisors
Financial Services • 
Brentwood, Missouri, United States • 51-100 Employees
Company overview
| Headquarters | 1401 S Brentwood Blvd, Suite 700, St. Louis, Missouri 63144, US |
| Phone number | +16187263000 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Family Office, Wealth Management, Mergers And Acquisitions, Retirement Planning, Estate Planning, Investment Strategies, Insurance Assessments |
| Founded | 2014 |
| Employees | 51-100 |
| Socials |
Key Contacts at Visionary Wealth Advisors
Brett Gilliland
Chief Executive Officer
Jennie Matthews
Director Of Operations And Client Services
Shari Miskov
Director Of Client Services
Noah Diffley
Director Of Client Services
Bonnie Murphy
Director Of Client Services
Laura Wadley
Director Of Client Services
Mickie Kuhlmann
Assistant Director Of Client Services
Tracy Lewis
Director Of Client Services
Taylor Knight
Director Of Advisor Service
Crystal Zeller
Director Of Client Services
Visionary Wealth Advisors Email Formats
Visionary Wealth Advisors uses 4 email formats. The most common is {last name} (e.g., doe@visionarywealthadvisors.com), used 44.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{last name} | doe@visionarywealthadvisors.com | 44.4% |
{first name}{last name} | johndoe@visionarywealthadvisors.com | 44.4% |
{first name} | john@visionarywealthadvisors.com | 11.1% |
About Visionary Wealth Advisors
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.
Visionary Wealth Advisors revenue & valuation
| Annual revenue | $1,015,367 |
| Revenue per employee | $16,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Visionary Wealth Advisors has 39 employees across 4 departments.
Departments
Number of employees
Funding Data
Visionary Wealth Advisors has never raised funding before.
Visionary Wealth Advisors Tech Stack
Discover the technologies and tools that power Visionary Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
Security
Video players
JavaScript libraries
JavaScript libraries
CDN
Font scripts
JavaScript libraries
Miscellaneous
Programming languages
Blogs
Analytics
Video players
Germany
Sweden
Italy
Brazil
Japan
South Africa
Frequently asked questions
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