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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PALLEON, JOSHUA, JAMES | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| PALLEON, JOSHUA, JAMES | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| PALLEON, JOSHUA, JAMES | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| PALLEON, JOSHUA, JAMES | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | |
| ELLIS, KEVIN, P | I | PRESIDENT, OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| ELLIS, KEVIN, P | I | PRESIDENT, OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| ELLIS, KEVIN, P | I | PRESIDENT, OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| ELLIS, KEVIN, P | I | PRESIDENT, OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| ELLIS, KEVIN, P | I | PRESIDENT, OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| ELLIS, KEVIN, P | I | FOUNDING PARTNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ELLIS, KEVIN, P | I | FOUNDING PARTNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ELLIS, KEVIN, P | I | FOUNDING PARTNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ELLIS, KEVIN, P | I | FOUNDING PARTNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ELLIS, KEVIN, P | I | FOUNDING PARTNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| PALLEON, JOSHUA, JAMES | I | PARTNER, CHIEF INVESTMENT OFFICER | D |
Registrations
Federal
IA
Feb 13, 2025 REGISTERED
Notice Filings (3)
FL IL WI
Address
375 BISHOPS WAY SUITE 232BROOKFIELD, WI 53005
United States
Phone: 262-354-7155