VisionX Wealth Partners provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
VisionX Wealth Partners reports 231 clients. They include 201 individual clients, 25 high-net-worth individuals, and 4 corporations and other businesses. Of its assets, 100.0% ($110M across 451 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $110M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 42% |
| High-net-worth individuals | 11% | 56% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 201 | $45.9M | 41.7% | $229K |
| High-net-worth individuals | 25 | $61.7M | 56.0% | $2.47M |
| Charitable organizations | 1 | $550K | 0.5% | $550K |
| Corporations and other businesses | 4 | $2.02M | 1.8% | $506K |
| Total | 231 | $110M | 100% | $477K |
- Clients
- 201
- Regulatory AUM
- $45.9M
- AUM share
- 41.7%
- Avg. per client
- $229K
- Clients
- 25
- Regulatory AUM
- $61.7M
- AUM share
- 56.0%
- Avg. per client
- $2.47M
- Clients
- 1
- Regulatory AUM
- $550K
- AUM share
- 0.5%
- Avg. per client
- $550K
- Clients
- 4
- Regulatory AUM
- $2.02M
- AUM share
- 1.8%
- Avg. per client
- $506K
Total
- Clients
- 231
- Regulatory AUM
- $110M
- AUM share
- 100%
- Avg. per client
- $477K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
VisionX Wealth Partners is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed at up to $200 an hour, due on completion, and is negotiable.
- Qualified Retirement Plan Program
- Plan fee is an annualized asset-based fee of up to 1.00% of plan assets, or an annual flat fee of up to $5,000, with a $1,000 fee minimum.
Tanner Utley owns 75% or more of VisionX Wealth Partners. The leadership team of VisionX Wealth Partners includes President Tanner Utley. It has 2 employees, 1 of them in advisory roles.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Visionx Wealth Partners
Tanner Utley
Control person · since October 2024
Besides its headquarters, VisionX Wealth Partners has 0 offices, with 1 listed address in 1 state.
Iowa · 1 listed address
- 1625 5th Ave South, Fort DodgeHQ
Contact and registration details
- Legal name
- Visionx Wealth Partners
- Headquarters
- 1625 5th Ave South, Fort Dodge, IA 50501
- Website
- visionxwealth.com
- Phone
- 515-570-4032
- SEC file
- 801-136433
- Structure
- Iowa LLC
- Fiscal year end
- December
VisionX Wealth Partners’ named custodian for separately managed accounts is SEI Trust ($101M). VisionX Wealth Partners does not have custody of client assets.
- SEI TrustSEI Trust Company · Oaks, PA · $101M100%
At year end, VisionX Wealth Partners’ separately managed accounts were mostly in stocks (61%) and funds (34%).
What the accounts hold
- Stocks61%
- Funds34%
- Cash6%
- Other5%
- Structured notes5%
How many clients does VisionX Wealth Partners have?
VisionX Wealth Partners has 231 clients and manages $110 million for them, as of May 2026. They include 201 individual clients, 25 high-net-worth individuals, and 4 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 May 2026
What services does VisionX Wealth Partners offer?
VisionX Wealth Partners provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does VisionX Wealth Partners use?
VisionX Wealth Partners’ separately managed account assets are held at SEI Trust Company (Oaks, PA), with $101M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 May 2026
How many financial advisors does VisionX Wealth Partners have?
VisionX Wealth Partners has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does VisionX Wealth Partners invest in?
At the end of its last fiscal year, VisionX Wealth Partners’ separately managed accounts held 61% exchange-traded equities, 34% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents and 5% other. The 5% other category is described as: Structured Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns VisionX Wealth Partners?
VisionX Wealth Partners’ direct owner is Tanner Utley (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 May 2026
How does VisionX Wealth Partners get paid?
VisionX Wealth Partners is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact VisionX Wealth Partners?
VisionX Wealth Partners’ main office is at 1625 5th Ave South, Fort Dodge, IA 50501. Its phone number is 515-570-4032. Its website is visionxwealth.com.