# Envision Wealth Management, Inc.

> Envision Wealth Management, Inc. is a state-registered investment advisory firm in Valencia, CA, registered since 2002, with no regulatory assets under management reported in its Form ADV filing dated March 30, 2026.

- CRD: 133440
- Filed as: ENVISION WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Valencia, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133440
- AdvisorCensus page: https://advisorcensus.com/firm/envision-wealth-management-inc-valencia-ca-133440

## Quick answers

**How is Envision Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Envision Wealth Management, Inc. reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Envision Wealth Management, Inc. located?**
Envision Wealth Management, Inc.'s principal office is in Valencia, CA, according to its Form ADV.

**Is Envision Wealth Management, Inc. registered with the SEC or a state?**
Envision Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 133440.

**Does Envision Wealth 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/133440

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2002 (23 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- envisionwealth.net
- LinkedIn @DAVIDWEIBLE

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Envision Wealth Management, Inc. (CRD 133440): Form ADV filing data as of October 2026.