ENVISION FINANCIAL LLC

375 Bishops Way Suite 232
Brookfield, Wisconsin 53005
Tel: 262-354-7155

About ENVISION FINANCIAL LLC

ENVISION FINANCIAL LLC, formally registered with the SEC as ENVISION FINANCIAL LLC. The firm was established in 05/24/2021. They have over 1 offices throughout the country.

ENVISION FINANCIAL LLC is a Brookfield, Wisconsin based Financial Planning firm with nearly $251,993,929 assets under management, offering retirement planning & investment advisory services to 108 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	314365
SEC#	801-121297
Assets Managed by Firm	$251,993,929
No. of Clients	108
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	108	$251,993,929
High net worth individuals	107	$249,508,226
Charitable organizations	Fewer than 5 clients	$2,485,703

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