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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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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