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| Keyboard |
| Envision Financial Planning LLC
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|---|---|
| CRD # | 321790 |
| SEC # | 801-125874 |
| CIK # | 0001964460 |
| AUM | 462.5 M (2026-03-25) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 901-422-7526 |
| Address | 5100 Poplar Avenue, Memphis, TN 38137 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 145 | 61.8 |
| (b) Individuals (high net worth individuals) | 123 | 302.5 |
| (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 | 8 | 98.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (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 | 839 | 462.5 |
| By Discretionary | ||
| Discretionary | 741 | 356.4 |
| Non-Discretionary | 98 | 106.0 |
| Total | 839 | 462.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 462.5 | |
| Total | 839 | 462.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001964460] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 35 |
| Serves | Retail, Research |
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