ENVISION FINANCIAL LLC
CRD #314365 SEC #801-121297 BROOKFIELD, WI 262-354-7155
SEC Registered
Total AUM
$252M
Discretionary
$252M
Employees
5
Clients
101
Accounts
108
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $252M | $252M | $0 | 5 | 0 |
| Jan 2025 | $246.3M | $246.3M | $0 | 4 | 0 |
| Jul 2024 | $227.6M | $227.6M | $0 | 4 | 0 |
| Mar 2024 | $226.9M | $226.9M | $0 | 4 | 0 |
| Sep 2023 | $129M | $129M | $0 | 3 | 0 |
| Feb 2023 | $122.5M | $122.5M | $0 | 2 | 0 |
| Feb 2022 | $130.8M | $130.8M | $0 | 2 | 0 |
| Aug 2021 | $125.7M | $125.7M | $0 | 2 | 0 |
DateFeb 2025
Total AUM$252M
Discretionary$252M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$246.3M
Discretionary$246.3M
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$227.6M
Discretionary$227.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$226.9M
Discretionary$226.9M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$129M
Discretionary$129M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees2
Clients0
DateAug 2021
Total AUM$125.7M
Discretionary$125.7M
Non-Disc.$0
Employees2
Clients0