# Envisionvest

> Envisionvest is a state-registered investment advisory firm in Houston, TX, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 289132
- Filed as: ENVISIONVEST
- Legal name: Envisionvest, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289132
- AdvisorCensus page: https://advisorcensus.com/firm/envisionvest-houston-tx-289132

## Quick answers

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

**Where is Envisionvest located?**
Envisionvest's principal office is in Houston, TX, according to its Form ADV.

**Is Envisionvest registered with the SEC or a state?**
Envisionvest is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 289132.

**How much does Envisionvest manage?**
Envisionvest reports $838,238 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Envisionvest serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8); high net worth individuals (2); other (2).

**Does Envisionvest 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/289132

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $838,238
- Discretionary: $838,238
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $593,361 |
| High net worth individuals | 2 | $244,877 |
| Other | 2 | Not reported |

### 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
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Envisionvest (CRD 289132): Form ADV filing data as of October 2026.