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Firm profile

Visionx Wealth Partners

FORT DODGE, IACRD 333559Registration Status: ApprovedEffective since June 8, 2026Latest ADV May 11, 2026

Visionx Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Dodge, IA. Its latest Form ADV filing, dated May 11, 2026, reports $110M in regulatory assets under management, 2 employees, and 451 accounts.

Assets Under Management
$110M
Employees
2
Offices
--
Total Clients
231
Primary office
FORT DODGE, IA
1625 5TH AVE SOUTH, FORT DODGE, IA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOTanner E. Utley

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 87.0% of total clients.
Top client categories% of clientsClients
1
Individuals
87.0%
201
2
HNWI
10.8%
25
3
Corporations
1.7%
4
4
Charitable
0.4%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$110Mas of May 11, 2026
Discretionary100.0%
$110M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$110M
Total Accounts451
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee116:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.