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| Envision Financial Planning LLC
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| |
|---|---|
| CRD # | 321790 |
| SEC # | 801-125874 |
| CIK # | 0001964460 |
| AUM | $331.4 MM (2024-07-23) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 901-422-7526 |
| Address | 5100 Poplar Avenue, Memphis, TN 38137 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NUE | 28,726.7 | 0.6 | |
| AAPL | 2,382,844.0 | 0.3 | |
| IAU | 0.2 | ||
| MRK | 232,371.9 | 0.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 63.1 |
| (b) Individuals (high net worth individuals) | 71 | 181.2 |
| (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 | 0.0 |
| (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 | 11 | 87.2 |
| Total | 513 | 331.4 |
| By Discretionary | ||
| Discretionary | 502 | 244.3 |
| Non-Discretionary | 11 | 87.2 |
| Total | 513 | 331.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 331.4 | |
| Total | 513 | 331.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001964460] |
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|---|---|---|
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SGH Wealth Management
✚
|
MI | 0.4 |
|
Allgen Financial Advisors Inc
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FL | 0.4 |
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Fee-Only Financial Planning LC
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SC | 0.3 |
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Lesjak Planning LLC
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OH | 0.3 |
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Widmann Financial Services Inc
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MD | 0.3 |
|
Cairn Investment Group Inc
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WA | 0.3 |
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RW Roge & Company Inc
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NY | 0.3 |
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Avory & Company LLC
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FL | 0.3 |
|
ETF Portfolio Partners Inc
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KS | 0.3 |
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Beacon Financial Planning Inc
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MA | 0.3 |