Re-envision Wealth
Re-envision Wealth is an SEC-registered ria in New York, NY with $136.6M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Re-envision Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299357, SEC 801-123745, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $136.6M (2026-03-27)
- Firm type
- Ria
- Location
- New York, NY
- Employees
- 5
- Clients
- 91
- CRD
- 299357
- Ownership
- BEVERLY, KEITH, LEON; N'JIE-KONTE, ANNA, CLARETTE
How much AUM does Re-envision Wealth have?
Re-envision Wealth reported $136.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Re-envision Wealth?
Disclosed owners and executives of Re-envision Wealth include BEVERLY, KEITH, LEON, N'JIE-KONTE, ANNA, CLARETTE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.