|
⚲
|
| Envision Financial LLC
✚
| |
|---|---|
| CRD # | 314365 |
| SEC # | 801-121297 |
| CIK # | |
| AUM | $227.6 MM (2024-07-08) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 262-354-7155 |
| Address | 375 Bishops Way Suite 232 Brookfield, WI 53005 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 96 | 225.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 97 | 227.6 |
| By Discretionary | ||
| Discretionary | 97 | 227.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 97 | 227.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.6 | |
| Total | 97 | 227.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Melfa Wealth Management Inc
✚
|
MA | 0.2 |
|
Friedlander Brenda S
✚
|
CA | 0.2 |
|
Transitus Wealth Partners LLC
✚
|
NC | 0.2 |
|
Verisail Partners LLC
✚
|
GA | 0.2 |
|
Wela Strategies Inc
✚
|
GA | 0.2 |
|
Massachusetts Wealth Management LLC
✚
|
MA | 0.2 |
|
Agate PASS Investment Management LLC
✚
|
WA | 0.2 |
|
Spraker West Wealth Management Inc
✚
|
FL | 0.2 |
|
Apricus Wealth LLC
✚
|
SC | 0.2 |
|
Avalon Advisory Group LLC
✚
|
PA | 0.2 |