← Back to searchVisit website
ENVISION WEALTH PLANNING INC.
CRD 298672
100 S. STATE ST., SUITE 455, CHICAGO, IL, 60603, United States
Phone
312-448-1010
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.5M
Discretionary AUM
$21.5M
Team
2 total employees; 1 advisory reps; 28 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 103 | $17.3M |
| High net worth individuals | 3 | $4.0M |
| Charitable organizations | 1 | $217K |
All web addresses on file
Official SEC filing: View on IAPD