RE-ENVISION WEALTH

RIASEC RegisteredEst. 2022

Total AUM

$137M

Discretionary

$137M

100% of AUM

Avg account

$599K

Accounts

228

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 299357
Registered since: April 18, 2022
Website: re-envisionwealth.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI56.75%
Charitable Organizations36.28%
Individuals6.97%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Re-Envision Wealth is an independent, SEC-registered registered investment adviser that began operating in 2022 as a limited liability company owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and educational seminars and workshops. It also operates as an insurance broker and can charge clients via a percentage-of-AUM model, hourly fees, or fixed fees. According to filings, Re-Envision Wealth does not position itself as an active ESG investor. The firm has relationships that extend into sponsored or managed pooled vehicles—its regulatory disclosures list roles such as sponsor, general partner, and managing member of pooled investment vehicles, which suggests it both advises and takes governance roles in some private structures.