Envision Financial LLC
Envision Financial LLC is an SEC-registered wealth manager in Brookfield, WI with $352.9M assets under management (AUM, regulatory AUM), +40% over one year. See who owns Envision Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314365, SEC 801-121297, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $352.9M (2026-03-03)
- Firm type
- Wealth Manager
- Location
- Brookfield, WI
- Employees
- 5
- Clients
- 125
- CRD
- 314365
- Ownership
- PALLEON, JOSHUA, JAMES; ELLIS, KEVIN, P
How much AUM does Envision Financial LLC have?
Envision Financial LLC reported $352.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Envision Financial LLC?
Disclosed owners and executives of Envision Financial LLC include PALLEON, JOSHUA, JAMES, ELLIS, KEVIN, P. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.