DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Visionary Wealth Management, LLC

Former SEC-registered adviserAlpharetta, GeorgiaCRD 311702SEC 801-120223IAPD
Latest filing Aug 10, 2021
First filing on the tape Dec 23, 2020 · 6 filings
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
16
12 advisory (5.B.1)
Offices
23
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$0 as of Aug 10, 2021
Dec 23, 2020$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)12 as of Aug 10, 2021
Dec 23, 202014 then
Employees (5.A)16 as of Aug 10, 2021
Dec 23, 202019 then
Private funds: no history
Practice profile
derived from the filing of Aug 10, 2021; every figure names its basis
RAUM per advisor
$0derivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.3derivedItem 5.A over advisors
Advisors per office
0.5derived24 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individuals, selection of other advisers, educational seminarsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
0reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Dana Dunkelberger · Managing Member/Owner/Investment Advisor Representativecontrol
    since 11/2020 · owns 10% to 25%
  • Byron Edward Gibbs · Managing Member/Owner/Chief Compliance Officercontrol
    since 11/2020 · owns 50% to 75%
  • Jon-Jon Knepp · Managing Member/Owner/Investment Advisor Representativecontrol
    since 11/2020 · owns 10% to 25%
  • John Nicolas Pesci · Managing Member/Owner/Investment Advisor Representativecontrol
    since 11/2020 · owns 10% to 25%
Related persons
Schedule D 7.A
  • 1st Opulence Financial LLC
    real estaten
  • American Principal LLC
    real estaten
  • Choules Financial
    real estaten
  • Freedom Retirement Services, LLC
    real estaten
  • Gibbs Financial Group
    real estaten
  • Knepp Enterprises Inc.
    real estaten
  • S&D Financial LLC
    real estaten
  • Sempre Avanti, LLC
    real estaten
Offices
Schedule D 1.F, the 25 largest
  • Kerrville, TX2 employees
  • San Antonio, TX2 employees
  • Cary, NC1 employees
  • Douglasville, GA1 employees
  • Evansville, IN1 employees
  • Fayetteville, GA1 employees
  • Fayetteville, NC1 employees
  • Fishers, IN1 employees
  • Kennesaw, GA1 employees
  • Lawrenceville, GA1 employees
  • Logan, UT1 employees
  • Meridian, ID1 employees
  • Orem, UT1 employees
  • Raliegh, NC1 employees
  • Reno, NV1 employees
  • San Diego, CA1 employees
  • San Marcos, CA1 employees
  • Sandy Springs, GA1 employees
  • Southlake, TX1 employees
  • St. George, UT1 employees
  • Atlanta, GA1 employees
  • Temecula, CA1 employees
  • Burlington, WI1 employees
What changed
consecutive filings, newest first
  • Advisory employees · 13 to 12
    Apr 16, 2021 to May 11, 2021
  • Employees · 17 to 16
    Apr 16, 2021 to May 11, 2021
  • State-registered IARs · 13 to 12
    Apr 16, 2021 to May 11, 2021
  • Advisory employees · 14 to 13
    Feb 4, 2021 to Apr 16, 2021
  • Employees · 19 to 17
    Feb 4, 2021 to Apr 16, 2021
  • State-registered IARs · 14 to 13
    Feb 4, 2021 to Apr 16, 2021
  • Other offices · 29 to 23
    Feb 4, 2021 to Apr 16, 2021
Signals
4 dated events
  • Evan Ross Marlin (Chief Compliance Officer) no longer on Schedule A of Visionary Wealth Management, Llc (listed 2021-05-11, absent 2021-08-10)
    Aug 10, 2021 · Control person left · inference
  • Visionary Wealth Management, Llc reported 23 offices beyond its principal office, down from 29 (2021-02-04 to 2021-04-16)
    Apr 16, 2021 · Office count change · derived
  • Evan Ross Marlin (Chief Compliance Officer) appeared on Schedule A of Visionary Wealth Management, Llc
    Apr 16, 2021 · Control person joined · fact
  • Visionary Wealth Management, Llc filed its initial SEC registration (Form ADV)
    Dec 23, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026