{"url":"https://nivawealth.com/firms/visionx-wealth-partners-333559","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/333559","regulatoryAum":110238956,"crd":"333559","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5886110","suffix":null,"lastName":"UTLEY","firstName":"TANNER","middleName":"EUGENE"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136433","legalName":"Visionx Wealth Partners","displayName":"VisionX Wealth Partners","slug":"visionx-wealth-partners-333559","website":"https://visionxwealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/333559/dcaacda45997547e-r1.webp","tone":"light","width":749,"height":200,"sourceUrl":"https://visionxwealth.com","sourceLabel":"Visionx Wealth Partners, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Iowa limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1625 5th Ave South","city":"Fort Dodge","state":"IA","stateName":"Iowa","country":"United States","postalCode":"50501"},"tradeNames":[],"registration":{"secApproved":"8 June 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":476398.5442477876,"staff":{"employees":2,"advisory":1,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":110238956,"discretionary":110238956,"discretionaryAccounts":451,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":110238956,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":201,"regulatoryAum":45937575},{"label":"High-net-worth individuals","clients":25,"regulatoryAum":61728496},{"label":"Charitable organizations","clients":1,"regulatoryAum":549693},{"label":"Corporations and other businesses","clients":4,"regulatoryAum":2023192}],"feePrograms":[{"role":"other","program":"Financial Planning","summary":"Financial planning is billed at up to $200 an hour, due on completion, and is negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020004","versionId":1020004,"submittedOn":"2026-03-17","documentName":"VISIONX ADV 2"},{"role":"other","program":"Qualified Retirement Plan Program","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020004","versionId":1020004,"submittedOn":"2026-03-17","documentName":"VISIONX ADV 2"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T17:53:39.246779+00:00","documents":[{"name":"VISIONX ADV 2","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020004","versionId":1020004,"submittedOn":"2026-03-17"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020003","versionId":1020003,"submittedOn":null}]},"custodians":[{"name":"SEI Trust Company","shortName":"SEI Trust","location":"Oaks, PA","smaAssets":101236218}],"custodyNote":"VisionX Wealth Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Tanner Utley","title":"President and Chief Compliance Officer","crd":"5886110"}],"ownership":[{"label":"Tanner Utley","detail":"President and chief compliance officer in the 75% or more ownership band and a control person, since October 2024."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Iowa","offices":1,"addresses":[{"street":"1625 5th Ave South","city":"Fort Dodge","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"515-570-4032","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":61},{"label":"Securities issued by registered investment companies or business development companies","percent":34},{"label":"Cash and cash equivalents","percent":6},{"label":"Other","percent":5,"detail":"Structured Notes"}],"privateFunds":0},"sources":{"adv1FilingDate":"11 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/333559/PDF/333559.pdf","brochureDate":"17 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020004","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does VisionX Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does VisionX Wealth Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does VisionX Wealth Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does VisionX Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does VisionX Wealth Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns VisionX Wealth Partners?","answer":"VisionX Wealth Partners’ direct owner is Tanner Utley (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 11 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does VisionX Wealth Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact VisionX Wealth Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 11 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}