# Visionx Wealth Partners

> Visionx Wealth Partners is an SEC-registered investment advisory firm in Fort Dodge, IA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 11, 2026.

- CRD: 333559
- Filed as: VISIONX WEALTH PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Dodge, IA
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333559
- AdvisorCensus page: https://advisorcensus.com/firm/visionx-wealth-partners-fort-dodge-ia-333559

## Quick answers

**How is Visionx Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Visionx Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Visionx Wealth Partners located?**
Visionx Wealth Partners' principal office is in Fort Dodge, IA, according to its Form ADV.

**Is Visionx Wealth Partners registered with the SEC or a state?**
Visionx Wealth Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 333559.

**How much does Visionx Wealth Partners manage?**
Visionx Wealth Partners reports $110,238,956 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (100% discretionary).

**What types of clients does Visionx Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (201); high net worth individuals (25); corporations or other businesses not listed above (4).

**Which custodians does Visionx Wealth Partners use?**
Visionx Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Trust Company as a custodian holding 10% or more of its separately managed account assets.

**Does Visionx Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333559

**What changed in Visionx Wealth Partners' recent Form ADV filings?**
In the July 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- SEI Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $110,238,956
- Discretionary: $110,238,956
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 201 | $45,937,575 |
| High net worth individuals | 25 | $61,728,496 |
| Charitable organizations | 1 | $549,693 |
| Corporations or other businesses not listed above | 4 | $2,023,192 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- visionxwealth.com

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Visionx Wealth Partners (CRD 333559): Form ADV filing data as of October 2026.