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RE-ENVISION WEALTH

NEW YORK, NY · CRD 299357 · IAPD ↗ · 301-233-7903

$136.6MRegulatory AUM
4Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
6States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — RE-ENVISION WEALTH moved its main office from MANHATTAN, NY to NEW YORK, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
December 2025 — RE-ENVISION WEALTH added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
February 2025 — RE-ENVISION WEALTH's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
62
November 2024 — RE-ENVISION WEALTH reported RAUM up 39% ($90.2M -> $125.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2024 — RE-ENVISION WEALTH reported RAUM up 40% ($64.6M -> $90.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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