VISIONX WEALTH PARTNERS

Overview

Visionx Wealth Partners is an independent RIA organized as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as some institutional relationships. It positions itself as a capital allocator and offers a mix of financial planning and discretionary portfolio management alongside services that include selecting third‑party advisers and running educational seminars and workshops. Compensation is primarily a percentage of assets under management, with the option to bill for certain work on an hourly basis. Regulatory filings indicate Visionx is not an active ESG investor and does not operate as a multi‑state adviser. The firm lists an industry affiliation with an insurance company, which aligns with its use of annuities among available investment vehicles.

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Public Holdings

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Location & Offices