VisionX Wealth Partners, LLC

EST. AUM
$110,238,956

CONTACTS

CLIENT ACCOUNTS
451

Firm Details

Metro area Des Moines
CRD Number 333559
Website visionxwealth.com
Client types

Overview

VisionX Wealth Partners, LLC is an independent registered investment adviser headquartered in Fort Dodge, Iowa. Founded in 2024 by Principal and Advisor Tanner Eugene Utley, the firm operates under a strict fiduciary standard, providing personalized wealth management, financial planning, and retirement plan consulting services to individuals, families, business owners, and retirement plan sponsors. VisionX Wealth Partners combines technology-driven planning tools with personalized advisory relationships to deliver customized portfolio management, cash flow analysis, tax-aware planning, and retirement strategies. Its investment philosophy emphasizes disciplined, long-term investing through diversified portfolios of public equities, institutional mutual funds, and low-cost exchange-traded funds designed to support clients' financial goals while managing investment risk.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

VisionX Wealth Partners, LLC

Platform Details

Investment Preferences

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