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Visionx Wealth Partners

● SEC registered since 2026CRD 333559SEC# 801-136433Fort Dodge, IA
Export (members)
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.
visionxwealth.comView on SEC.gov ↗

Visionx Wealth Partners owners & executives

1 reported
NameTitleOwnershipSince
Tanner Eugene Utley ControlPresident And Chief Compliance OfficerOver 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

Address1625 5th Ave South, Fort Dodge, IA 50501
Phone515-570-4032
Office hours9 a.m. To 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$110.2M
Non-discretionary$0
Total (RAUM)$110.2M