ENVISION FINANCIAL PLANNING, LLC
CRD #321790 SEC #801-125874 MEMPHIS, TN 901-422-7526
SEC Registered
Total AUM
$391M
Discretionary
$302.4M
Employees
6
Clients
51
Accounts
986
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $391M | $302.4M | $88.6M | 6 | 35 |
| Mar 2025 | $391M | $302.4M | $88.6M | 6 | 35 |
| Sep 2024 | $331.4M | $244.3M | $87.2M | 5 | 35 |
| Jul 2024 | $331.4M | $244.3M | $87.2M | 5 | 35 |
| Mar 2024 | $331.4M | $244.3M | $87.2M | 5 | 35 |
| Mar 2023 | $271.4M | $193M | $78.5M | 5 | 0 |
| Jan 2023 | $186.8M | $186.8M | $0 | 5 | 0 |
| Sep 2022 | $186.8M | $186.8M | $0 | 5 | 0 |
DateMar 2025
Total AUM$391M
Discretionary$302.4M
Non-Disc.$88.6M
Employees6
Clients35
DateMar 2025
Total AUM$391M
Discretionary$302.4M
Non-Disc.$88.6M
Employees6
Clients35
DateSep 2024
Total AUM$331.4M
Discretionary$244.3M
Non-Disc.$87.2M
Employees5
Clients35
DateJul 2024
Total AUM$331.4M
Discretionary$244.3M
Non-Disc.$87.2M
Employees5
Clients35
DateMar 2024
Total AUM$331.4M
Discretionary$244.3M
Non-Disc.$87.2M
Employees5
Clients35
DateMar 2023
Total AUM$271.4M
Discretionary$193M
Non-Disc.$78.5M
Employees5
Clients0
DateJan 2023
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees5
Clients0
DateSep 2022
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees5
Clients0