Envision Capital Management Inc
Envision Capital Management Inc is an SEC-registered wealth manager with $334.1M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Envision Capital Management Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107150, SEC 801-48253, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $334.1M (2026-02-17)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 226
- CRD
- 107150
- Ownership
- COHEN, MARILYN, MAXINE; ANDERSON, ALEXANDER, MCGREGOR; NEVOLO, LISA, ANN
How much AUM does Envision Capital Management Inc have?
Envision Capital Management Inc reported $334.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Envision Capital Management Inc?
Disclosed owners and executives of Envision Capital Management Inc include COHEN, MARILYN, MAXINE, ANDERSON, ALEXANDER, MCGREGOR, NEVOLO, LISA, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.