Envision Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brookfield, WI. Its latest Form ADV filing, dated March 3, 2026, reports $353M in regulatory assets under management, 5 employees, and 126 accounts.
Assets Under Management
$353M
Employees
5
Offices
--
Total Clients
125
Primary office
BROOKFIELD, WI
375 BISHOPS WAY SUITE 232, BROOKFIELD, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
125
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$353Mas of March 3, 2026
Discretionary100.0%
$353M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$353M
Total Accounts126
10Y AUM Change+$353M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee25:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.