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INVISION MANAGEMENT, INC.

CHICAGO, IL · CRD 330151 · IAPD ↗ · 312-236-4600

$1.34BRegulatory AUM
26Advisory reps
26Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

85
September 2026 — INVISION MANAGEMENT, INC. (CHICAGO, IL) is newly SEC-registered with $1.34B RAUM and 26 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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