VISIONARY WEALTH MANAGEMENT, LLC

ALPHARETTA, Georgia·4 registered advisors·CRD# 311702
SEC# 801-12022323678-694-8770
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
16
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at VISIONARY WEALTH MANAGEMENT, LLC

4 registered advisors
Dana Dunkelberger
ALPHARETTA, Georgia
Jon-Jon Knepp
ALPHARETTA, Georgia
Nicolas John Pesci
ALPHARETTA, Georgia
Ross Evan Marlin
ALPHARETTA, Georgia
05

Office Locations

ALPHARETTA, Georgia
4 advisors

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Data sourced from SEC Form ADV filings. VISIONARY WEALTH MANAGEMENT, LLC (CRD# 311702) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.