# Envision Asset Management, Inc.

> Envision Asset Management, Inc. is a state-registered investment advisory firm in Plantation, FL, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 148451
- Filed as: ENVISION ASSET MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Plantation, FL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148451
- AdvisorCensus page: https://advisorcensus.com/firm/envision-asset-management-inc-plantation-fl-148451

## Quick answers

**How is Envision Asset Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Envision Asset Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Envision Asset Management, Inc. located?**
Envision Asset Management, Inc.'s principal office is in Plantation, FL, according to its Form ADV.

**Is Envision Asset Management, Inc. registered with the SEC or a state?**
Envision Asset Management, Inc. is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 148451.

**How much does Envision Asset Management, Inc. manage?**
Envision Asset Management, Inc. reports $55,812,165 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Envision Asset Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (6); corporations or other businesses not listed above (4).

**Does Envision Asset Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148451

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $55,812,165
- Discretionary: $55,812,165
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $3,155,799 |
| High net worth individuals | 6 | $39,046,888 |
| Corporations or other businesses not listed above | 4 | $13,609,478 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2008 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- envisionco.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Envision Asset Management, Inc. (CRD 148451): Form ADV filing data as of October 2026.