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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Visionary Wealth Advisors have?","answer":"Visionary Wealth Advisors has 48 investment adviser representatives registered with state securities authorities, out of 74 employees, and 51 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 26 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Visionary Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Visionary Wealth Advisors’ separately managed accounts held 87% exchange-traded equities, 8% cash and equivalents, 4% U.S. government and agency bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Visionary Wealth Advisors?","answer":"Visionary Wealth Advisors is owned through a holding company by Timothy Hammett and Brett Gilliland. 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