ENVISION FINANCIAL LLC
  • ENVISION FINANCIAL LLC

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Adviser Profile

As of Date 03/03/2026
Registration SEC, Approved, 05/24/2021
ADV Location BROOKFIELD, WI, United States
Contact Info 262 xxxxxxx
Websites
AUM* 352,921,514 43%
of that, discretionary 352,921,514 43%
Number of Employees 5 25%
of those in investment advisory functions 4 100%
Private Fund GAV* 0
Avg Account Size 2,800,964 23%
% High Net Worth 99.21% 0%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

353M 303M 252M 202M 151M 101M 50M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary