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ENVISION FINANCIAL LLC

BROOKFIELD, WI · CRD 314365 · IAPD ↗ · envisionfinancial-llc.com · 262-354-7155

$352.9MRegulatory AUM
4Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — ENVISION FINANCIAL LLC reported RAUM up 40% ($252.0M -> $352.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2025 — ENVISION FINANCIAL LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
February 2025 — ENVISION FINANCIAL LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
44
August 2024 — ENVISION FINANCIAL LLC notice-filed in FL, IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — ENVISION FINANCIAL LLC reported RAUM up 76% ($129.0M -> $226.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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