Overview
Assets Under Management: $252 million
Headquarters: BROOKFIELD, WI
High-Net-Worth Clients: 107
Average Client Assets: $2 million
Frequently Asked Questions
ENVISION FINANCIAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #314365), ENVISION FINANCIAL LLC is subject to fiduciary duty under federal law.
ENVISION FINANCIAL LLC is headquartered in BROOKFIELD, WI.
ENVISION FINANCIAL LLC serves 107 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, ENVISION FINANCIAL LLC offers financial planning and portfolio management for individuals. View all service details ↓
ENVISION FINANCIAL LLC manages $252 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, ENVISION FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 107
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.01
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 108
Discretionary Accounts: 108
Regulatory Filings
CRD Number: 314365
Last Filing Date: 2025-02-13 00:00:00
Website: https://envisionfinancial-llc.com