RIA Intelligence

GRID 202 LLC

Legal name: RE-ENVISION WEALTH

CRD #299357 SEC #801-123745 NEW YORK, NY 301-233-7903
SEC Registered
Total AUM
$117.4M
Discretionary
$117.4M
Employees
5
Clients
1
Accounts
186

AUM Over Time

DateDec 2025
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees5
Clients0
DateSep 2025
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees5
Clients0
DateJun 2025
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$90.2M
Discretionary$90.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$90.2M
Discretionary$90.2M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$64.6M
Discretionary$64.6M
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$64.6M
Discretionary$64.6M
Non-Disc.$0
Employees6
Clients0
DateApr 2023
Total AUM$64.6M
Discretionary$64.6M
Non-Disc.$0
Employees6
Clients0
DateDec 2022
Total AUM$42.3M
Discretionary$42.3M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$42.3M
Discretionary$42.3M
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$42.3M
Discretionary$42.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$42.3M
Discretionary$42.3M
Non-Disc.$0
Employees8
Clients0