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ENVISAGE

GENEVA, Switzerland · CRD 159270 · IAPD ↗ · envisage.ch · +41 44 552 03 87

$1.0MRegulatory AUM
6Advisory reps
9Employees
1Clients
0Planning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

18
April 2025 — ENVISAGE reported RAUM down 32% ($448.0M -> $305.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
18
April 2025 — ENVISAGE moved its main office from ZÜRICH, to GENEVA, .
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
28
November 2024 — ENVISAGE ADVISORY is now doing business as ENVISAGE.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
42
November 2024 — ENVISAGE grew from 1 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.