Visionx Wealth Partners: new SEC registration, $110M AUM, Fort Dodge, IA
Visionx Wealth Partners (Fort Dodge, Iowa): new SEC registration, $110M AUM, Fort Dodge, IA. Its amount of 110 is below the median of 134 (23rd percentile). Dated 149 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 110 · 23th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 6 related IA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Visionx Wealth Partners |
| Legal name | Visionx Wealth Partners |
| CRD | 333559 |
| Status | Approved |
| Registered with the SEC | 2026-06-08 |
| Latest Form ADV filing | 2026-05-11 |
| Location | Fort Dodge, IA, United States |
| Regulatory AUM | $110,238,956 |
| Accounts | 451 |
| Employees | 2 |
| Website | https://visionxwealth.com |
| amount percentile | 23th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (7 IA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-08
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (IA first): Van Diest Capital · Lane Family Wealth Management · Keystone Wealth Management · Bsc Capital Partners, LLC · Vanguard Capital Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Visionx Wealth Partners and 7 Iowa peers
- Iowa NewRiaPulse records like this one: 7
- Visionx Wealth Partners's amount: 23rd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Iowa peer: $1,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $110M under management.
- Website on file.
What is the NewRiaPulse record for Visionx Wealth Partners in Fort Dodge, Iowa?
Visionx Wealth Partners received SEC registration as an investment adviser (2026-06-08) with $110,238,956 in regulatory assets under management, based in Fort Dodge, IA.
How does Visionx Wealth Partners compare to other Iowa NewRiaPulse records?
Its amount of 110 is below the median (23th percentile); smaller records often move faster and face less competition. It is 149 days old; check the official source for later updates before acting.
Visionx Wealth Partners vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Visionx Wealth Partners | Fort Dodge, IA | 110 | 23rd | 2026-06-08 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Iowa NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.