BOLEN ASSET MANAGEMENT, INC.
Legal name: ENVISION WEALTH PLANNING
CRD #128441 SEC #801-96210 BRENTWOOD, TN 615-242-3808
SEC Registered
Total AUM
$84.6M
Discretionary
$83.6M
Employees
6
Clients
51
Accounts
370
Firm Details
- Organization Type
- Corporation
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 29, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOLEN, PAMELA, LEIGH | I | SECRETARY | NA | Control |
| BOLEN, PAMELA, LEIGH | I | SECRETARY | NA | Control |
| BOLEN, PAMELA, LEIGH | I | SECRETARY | NA | Control |
| BOLEN, PAMELA, LEIGH | I | SECRETARY | NA | Control |
| BOLEN, PAMELA, LEIGH | I | SECRETARY | NA | Control |
| BOLEN, PAMELA, LEIGH | I | SECRETARY | NA | Control |
| BOLEN, PAMELA, LEIGH | I | SECRETARY | NA | Control |
| BOLEN, PAMELA, LEIGH | I | SECRETARY | NA | Control |
| BOLEN, PAMELA, LEIGH | I | SECRETARY | NA | Control |
| BOLEN, PAMELA, LEIGH | I | SECRETARY | NA | Control |
| BOLEN, PAMELA, LEIGH | I | SECRETARY | NA | Control |
| BOLEN, PAMELA, LEIGH | I | SECRETARY | NA | Control |
| BOLEN, PAMELA, LEIGH | I | SECRETARY | NA | Control |
| BOLEN, PAMELA, LEIGH | I | SECRETARY | NA | Control |
| BOLEN, PAMELA, LEIGH | I | SECRETARY | NA | Control |
| BOLEN, PAMELA, LEIGH | I | SECRETARY | NA | Control |
| BOLEN, PAMELA, LEIGH | I | SECRETARY | NA | Control |
| BOLEN, PAMELA, LEIGH | I | SECRETARY | NA | Control |
| BOLEN, PAMELA, LEIGH | I | SECRETARY | NA | Control |
| BOLEN, PAMELA, LEIGH | I | SECRETARY | NA | Control |
| BOLEN, PAMELA, LEIGH | I | SECRETARY | NA | Control |
| BOLEN, ROBERT, VERNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BOLEN, ROBERT, VERNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BOLEN, ROBERT, VERNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BOLEN, ROBERT, VERNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BOLEN, ROBERT, VERNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BOLEN, ROBERT, VERNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BOLEN, ROBERT, VERNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BOLEN, ROBERT, VERNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BOLEN, ROBERT, VERNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BOLEN, ROBERT, VERNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BOLEN, ROBERT, VERNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BOLEN, ROBERT, VERNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BOLEN, ROBERT, VERNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BOLEN, ROBERT, VERNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BOLEN, ROBERT, VERNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BOLEN, ROBERT, VERNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BOLEN, ROBERT, VERNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BOLEN, ROBERT, VERNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BOLEN, ROBERT, VERNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BOLEN, ROBERT, VERNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BOLEN, ROBERT, VERNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 29, 2017 REGISTERED
Notice Filings (3)
NC TN TX
Address
7003 CHADWICK DRSUITE 350
BRENTWOOD, TN 37027
United States
Phone: 615-242-3808