DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

VISIONARY WEALTH MANAGEMENT, LLC

CRD 311702

ALPHARETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:09441be6-0d90-e0d3-aa2c-6cee4ab4bad4

Data as of Aug 10, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 4
On other graphs: 0
Observed: Dec 23, 2020 to Aug 10, 2021
6 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2021-08-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 16
Advisory employees: 12
Offices: 23Schedule D 1.F, beyond the principal office
Accounts: 0
SEC number: 801-120223
CRD: 311702
Filings on the tape: 6
First filed: Dec 23, 2020
Latest filed: Aug 10, 2021
Organised: Limited Liability Company, Georgia

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Dunkelberger, Dana	MANAGING MEMBER/OWNER/INVESTMENT ADVISOR REPRESENTATIVE	B	yes	11/2020	Dec 23, 2020	Aug 10, 2021
GIBBS, EDWARD, BYRON	MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER	D	yes	11/2020	Dec 23, 2020	Aug 10, 2021
Knepp, Jon-Jon	MANAGING MEMBER/OWNER/INVESTMENT ADVISOR REPRESENTATIVE	B	yes	11/2020	Dec 23, 2020	Aug 10, 2021
PESCI, NICOLAS, JOHN	MANAGING MEMBER/OWNER/INVESTMENT ADVISOR REPRESENTATIVE	B	yes	11/2020	Dec 23, 2020	Aug 10, 2021

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
1ST OPULENCE FINANCIAL LLC	n/a	n/a	n/a	N	no	n/a
AMERICAN PRINCIPAL LLC	n/a	n/a	n/a	N	no	n/a
CHOULES FINANCIAL	n/a	n/a	n/a	N	no	n/a
FREEDOM RETIREMENT SERVICES, LLC	n/a	n/a	n/a	N	no	n/a
GIBBS FINANCIAL GROUP	n/a	n/a	n/a	N	yes	n/a
KNEPP ENTERPRISES INC.	n/a	n/a	n/a	N	no	n/a
S&D FINANCIAL LLC	n/a	n/a	n/a	N	no	n/a
SEMPRE AVANTI, LLC	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Kerrville	TX	United States	2	no
SAN ANTONIO	TX	United States	2	no
SAN DIEGO	CA	United States	1	no
SAN MARCOS	CA	United States	1	no
Temecula	CA	United States	1	no
Atlanta	Ga	United States	1	no
Douglasville	Ga	United States	1	no
Fayetteville	Ga	United States	1	no
Kennesaw	Ga	United States	1	no
Lawrenceville	Ga	United States	1	no
SANDY SPRINGS	Ga	United States	1	no
Meridian	Id	United States	1	no
Evansville	In	United States	1	no
Fishers	In	United States	1	no
Cary	Nc	United States	1	no
Fayetteville	Nc	United States	1	no
Raliegh	Nc	United States	1	no
Reno	Nv	United States	1	no
Southlake	TX	United States	1	no
Logan	Ut	United States	1	no
Orem	Ut	United States	1	no
ST. GEORGE	Ut	United States	1	no
Burlington	Wi	United States	1	no

Relationships

Controls (4)

← GIBBS, EDWARD, BYRONOwnerMANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Dec 23, 2020 to presentfactForm ADV
← PESCI, NICOLAS, JOHNOwnerMANAGING MEMBER/OWNER/INVESTMENT ADVISOR REPRESENTATIVE, ownership code B, individual
Dec 23, 2020 to presentfactForm ADV
← Knepp, Jon-JonOwnerMANAGING MEMBER/OWNER/INVESTMENT ADVISOR REPRESENTATIVE, ownership code B, individual
Dec 23, 2020 to presentfactForm ADV
← Dunkelberger, DanaOwnerMANAGING MEMBER/OWNER/INVESTMENT ADVISOR REPRESENTATIVE, ownership code B, individual
Dec 23, 2020 to presentfactForm ADV

Moved with (1)

→ COPPELL ADVISORY SOLUTIONS LLCRegistered adviser2 advisors, team lift out, same day
Aug 11, 2021 to Aug 30, 2021factForm ADV

Registered with (12)

← EDWARD BYRON GIBBSAdvisorregistration: previous registration
May 27, 2021 to Aug 11, 2021factForm ADV
← LISA GAIL BRUMFIELDAdvisorregistration: previous registration
Apr 20, 2021 to Aug 11, 2021factForm ADV
← BRIAN WADE WHITAKERAdvisorregistration: previous registration
Apr 20, 2021 to Aug 11, 2021factForm ADV
← CRAIG STEVEN SULLIVANAdvisorregistration: previous registration
Apr 20, 2021 to Aug 11, 2021factForm ADV
← NICOLAS JOHN PESCIAdvisorregistration: previous registration
Apr 20, 2021 to Aug 11, 2021factForm ADV
← DEVIN WARREN CHOULESAdvisorregistration: previous registration
Apr 20, 2021 to Aug 11, 2021factForm ADV
← NICHOLAS ANTHONY DUNCHEONAdvisorregistration: previous registration
Apr 20, 2021 to Aug 11, 2021factForm ADV
← TERENCE K BROWNAdvisorregistration: previous registration
Apr 23, 2021 to Aug 11, 2021factForm ADV
← Jon-Jon KneppAdvisorregistration: previous registration
Apr 20, 2021 to Aug 11, 2021factForm ADV
← Sabrina Lennhoff BrownAdvisorregistration: previous registration
Apr 20, 2021 to Aug 11, 2021factForm ADV
← DANA WILLIAM DUNKELBERGERAdvisorregistration: previous registration
Apr 20, 2021 to Aug 11, 2021factForm ADV
← Matthew Benjamin RowleyAdvisorregistration: previous registration
Apr 20, 2021 to Jul 14, 2021factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 10, 2021
Control person left
Evan Ross Marlin (Chief Compliance Officer) no longer on Schedule A of Visionary Wealth Management, Llc (listed 2021-05-11, absent 2021-08-10)
Form ADVobserved 5 days ago
Occurred
Apr 16, 2021
Control person joined
Evan Ross Marlin (Chief Compliance Officer) appeared on Schedule A of Visionary Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
Dec 23, 2020
First Form ADV filing
Visionary Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Apr 16, 2021
Visionary Wealth Management, Llc reported 23 offices beyond its principal office, down from 29 (2021-02-04 to 2021-04-16)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:09441be6-0d90-e0d3-aa2c-6cee4ab4bad4
First observed: Dec 23, 2020
Last observed: Aug 10, 2021 62 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VISIONARY WEALTH MANAGEMENT, LLC

CRD 311702

ALPHARETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:09441be6-0d90-e0d3-aa2c-6cee4ab4bad4

Data as of Aug 10, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:57 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Dunkelberger, Dana

MANAGING MEMBER/OWNER/INVESTMENT ADVISOR REPRESENTATIVE

yes

11/2020

Dec 23, 2020

Aug 10, 2021

GIBBS, EDWARD, BYRON

MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER

yes

11/2020

Dec 23, 2020

Aug 10, 2021

Knepp, Jon-Jon

MANAGING MEMBER/OWNER/INVESTMENT ADVISOR REPRESENTATIVE

yes

11/2020

Dec 23, 2020

Aug 10, 2021

PESCI, NICOLAS, JOHN

MANAGING MEMBER/OWNER/INVESTMENT ADVISOR REPRESENTATIVE

yes

11/2020

Dec 23, 2020

Aug 10, 2021

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

1ST OPULENCE FINANCIAL LLC

n/a

AMERICAN PRINCIPAL LLC

n/a

CHOULES FINANCIAL

n/a

FREEDOM RETIREMENT SERVICES, LLC

n/a

GIBBS FINANCIAL GROUP

n/a

yes

n/a

KNEPP ENTERPRISES INC.

n/a

S&D FINANCIAL LLC

n/a

SEMPRE AVANTI, LLC

n/a

City

State

Country

Employees

Also broker-dealer

Kerrville

United States

SAN ANTONIO

United States

SAN DIEGO

United States

SAN MARCOS

United States

Temecula

United States

Atlanta

United States

Douglasville

United States

Fayetteville

United States

Kennesaw

United States

Lawrenceville

United States

SANDY SPRINGS

United States

Meridian

United States

Evansville

United States

Fishers

United States

Cary

United States

Fayetteville

United States

Raliegh

United States

Reno

United States

Southlake

United States

Logan

United States

Orem

United States

ST. GEORGE

United States

Burlington

United States