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|
| Keyboard |
| Envision Financial LLC
✚
|
|
|---|---|
| CRD # | 314365 |
| SEC # | 801-121297 |
| CIK # | 0002051355 |
| AUM | 352.9 M (2026-03-03) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 262-354-7155 |
| Address | 375 Bishops Way Suite 232 Brookfield, WI 53005 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 125 | 349.8 |
| (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 | 3.2 |
| (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 | 126 | 352.9 |
| By Discretionary | ||
| Discretionary | 126 | 352.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 126 | 352.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 352.9 | |
| Total | 126 | 352.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002051355] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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