Envisionx Capital, LLC
RIASEC Registered
Total AUM
$840K
Discretionary
$840K
100% of AUM
Avg account
$420K
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 311431
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI72.49%
- Individuals27.51%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Envisionx Capital, LLC is a limited liability company focused on providing portfolio management services primarily for individual and family clients. The firm operates under a fee structure that includes a percentage of assets under management and performance-based fees. While it does not classify itself as an active ESG investor, it engages in traditional investment activities, emphasizing a personalized approach to wealth management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Public Funds/Mutual Funds5%
- Derivatives2%
Contacts
1 of 1
Helen Zha
Managing MemberCRD 2889561
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations