# Envision Financial LLC

> Envision Financial LLC is an SEC-registered investment advisory firm in Brookfield, WI, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 314365
- Filed as: ENVISION FINANCIAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brookfield, WI
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314365
- AdvisorCensus page: https://advisorcensus.com/firm/envision-financial-llc-brookfield-wi-314365

## Quick answers

**How is Envision Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Envision Financial LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Envision Financial LLC located?**
Envision Financial LLC's principal office is in Brookfield, WI, according to its Form ADV.

**Is Envision Financial LLC registered with the SEC or a state?**
Envision Financial LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 314365.

**How much does Envision Financial LLC manage?**
Envision Financial LLC reports $352,921,514 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**How have Envision Financial LLC's assets and staff changed since 2021?**
In the Form ADV data for Envision Financial LLC: Regulatory assets under management: $125,707,836 in the October 2021 data and $352,921,514 in the October 2026 data, up 181%. Total employees: 2 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Envision Financial LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (125).

**Which custodians does Envision Financial LLC use?**
Envision Financial LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Envision Financial LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/314365

**Does Envision Financial LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 3, 2026 says: "Envision is generally targeting Client relationships with a minimum of $1,000,000 of marketable assets under management."

**What changed in Envision Financial LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $251,993,929 to $352,921,514 (+40%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Account minimum: $1,000,000

> Envision is generally targeting Client relationships with a minimum of $1,000,000 of marketable assets under management.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $352,921,514
- Discretionary: $352,921,514
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 125 | $349,763,406 |
| Charitable organizations | Fewer than 5 | $3,158,108 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- envisionfinancial-llc.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $125,707,836 | 2 | August 4, 2021 |
| October 2022 | $130,766,254 | 2 | February 2, 2022 |
| October 2023 | $129,010,115 | 3 | September 18, 2023 |
| October 2024 | $227,610,429 | 4 | July 8, 2024 |
| October 2025 | $251,993,929 | 5 | February 13, 2025 |
| October 2026 | $352,921,514 | 5 | March 3, 2026 |

Regulatory assets under management: $125,707,836 in the October 2021 data and $352,921,514 in the October 2026 data, up 181%.
Total employees: 2 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $251,993,929 to $352,921,514 (+40%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Envision Financial LLC (CRD 314365): Form ADV filing data as of October 2026.