ENVISION WEALTH MANAGEMENT, INC.

Overview

Envision Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm’s regulatory profile and reported activity indicate it operates more as a registered representative of a broker-dealer and an insurance broker than as a traditional asset-management shop: it is not a capital allocator, not a multi-state adviser, not a pension consultant and does not describe itself as an active ESG investor. Its fee structure is classified as “other,” which is consistent with a hybrid model that mixes brokerage and insurance compensation with limited or no fee-based advisory assets. Reported investment activity centers on conventional pooled products and third‑party alternative managers rather than in-house managed strategies. The firm lists mutual funds for core exposures and allocates to specialist external managers in real estate, commodities and oil & gas for alternative or sector exposure. That mix suggests client programs built from turnkey mutual fund solutions plus targeted allocations to commodity and energy themes and real‑estate strategies, with insurance products available as wealth-planning wrappers.

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Location & Offices