Overview
Assets Under Management: $137 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 29
Average Client Assets: $2.7 million
Frequently Asked Questions
RE-ENVISION WEALTH 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 #299357), RE-ENVISION WEALTH is subject to fiduciary duty under federal law.
RE-ENVISION WEALTH is headquartered in NEW YORK, NY.
RE-ENVISION WEALTH serves 29 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, RE-ENVISION WEALTH offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and educational seminars and workshops. View all service details ↓
RE-ENVISION WEALTH manages $137 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, RE-ENVISION WEALTH serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Educational Seminars
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.75%
Average Client Assets: $2.7 million
Total Client Accounts: 228
Discretionary Accounts: 228
Regulatory Filings
CRD Number: 299357
Filing ID: 2082241
Last Filing Date: 2026-03-27 17:14:37