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ENVISION FINANCIAL LLC
CRD 314365 · SEC 801-121297
375 BISHOPS WAY SUITE 232, BROOKFIELD, WI, 53005, United States
Phone
262-354-7155
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$352.9M
Discretionary AUM
$352.9M
Team
5 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 125 | $349.8M |
States served
IL, WI, FL
All web addresses on file
Official SEC filing: View on IAPD