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RE-ENVISION WEALTH
590 Madison Avenue, Ibm Building
21th Floor
Manhattan, New York 10022
Tel: 301-233-7903
About RE-ENVISION WEALTH
RE-ENVISION WEALTH, formally registered with the SEC as RE-ENVISION WEALTH. The firm was established in 04/18/2022. They have over 1 offices throughout the country.
RE-ENVISION WEALTH is a Manhattan, New York based Financial Planning firm with nearly $125,839,734 assets under management, offering retirement planning & investment advisory services to 129 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299357 |
| SEC# | 801-123745 |
| Assets Managed by Firm | $125,839,734 |
| No. of Clients | 129 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 129 | $125,839,734 |
| Individuals (other than high net worth individuals) | 42 | $8,329,450 |
| High net worth individuals | 24 | $70,719,720 |
| Charitable organizations | 9 | $46,790,564 |
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