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ENVISION FINANCIAL PLANNING, LLC
CRD 321790 · SEC 801-125874
5100 POPLAR AVENUE,, SUITE 2428, MEMPHIS, TN, 38137, United States
Phone
901-422-7526
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$462.5M
Discretionary AUM
$356.4M
Team
6 total employees; 4 advisory reps; 35 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 145 | $61.8M |
| High net worth individuals | 123 | $302.5M |
| Pension/profit sharing plans | 8 | $98.0M |
States served
AR, LA, MS, NC, SC, TN, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD