Data / Investment advisers / Iowa / Visionx Wealth Partners
Visionx Wealth Partners, Fort Dodge, IA: $110 million AUM, SEC registered investment adviser
Visionx Wealth Partners is an SEC registered investment adviser with its main office in Fort Dodge, Iowa and reports $110 million in regulatory assets under management in its Form ADV filed May 11, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 333559
- SEC file number
- 801-136433
- SEC status
- Approved, effective June 8, 2026
- Main office
- 1625 5th Ave South, Fort Dodge, IA 50501
- Phone
- (515) 570-4032
- Website
- visionxwealth.com
- Regulatory AUM
- $110,238,956 in the Form ADV filed May 11, 2026
- Discretionary AUM
- $110,238,956
- Accounts
- 451
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 11, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 25 | $61.7 million |
| Individuals (other than high net worth individuals) | 201 | $45.9 million |
| Corporations or other businesses | 4 | $2 million |
| Charitable organizations | 1 | $549,693 |
Other advisers in Iowa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Keystone Wealth Management | Waterloo | $137.4 million | Not listed | adviserinfo.sec.gov |
| Acadia Legacy Group | Clive | $133.2 million | Not listed | adviserinfo.sec.gov |
| BSC Capital Partners, LLC | West des Moines | $125.8 million | Not listed | adviserinfo.sec.gov |
| Iowa Wealth Management, LLC | West des Moines | $123.9 million | Not listed | adviserinfo.sec.gov |
| Stonefield Investment Advisory, Inc. | Cedar Rapids | $120.3 million | Not listed | adviserinfo.sec.gov |
| Altitude Capital Management LLC | Des Moines | $103.6 million | Not listed | adviserinfo.sec.gov |
| Aot Invest LLC | Davenport | $102.6 million | Not listed | adviserinfo.sec.gov |
| Manchesterstory Fund Management, LP | West des Moines | Not listed | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Iowa
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Visionx Wealth Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.