# RE-Envision Wealth

> RE-Envision Wealth is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 299357
- Filed as: RE-ENVISION WEALTH
- Legal name: Grid 202 LLC
- Also doing business as: GRID 202 PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299357
- AdvisorCensus page: https://advisorcensus.com/firm/re-envision-wealth-new-york-ny-299357

## Quick answers

**How is RE-Envision Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), RE-Envision Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is RE-Envision Wealth located?**
RE-Envision Wealth's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is RE-Envision Wealth registered with the SEC or a state?**
RE-Envision Wealth is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 299357.

**How much does RE-Envision Wealth manage?**
RE-Envision Wealth reports $136,632,421 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have RE-Envision Wealth's assets and staff changed since 2022?**
In the Form ADV data for RE-Envision Wealth: Regulatory assets under management: $42,308,555 in the October 2022 data and $136,632,421 in the October 2026 data, up 223%. Total employees: 8 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does RE-Envision Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (29); charitable organizations (13).

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

**Does RE-Envision Wealth report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299357

**Does RE-Envision Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "Our firm does not require minimum income levels, minimum level of assets, or other conditions for our financial planning and investment consultation services."

**What changed in RE-Envision Wealth's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $117,416,947 to $136,632,421 (+16%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> Our firm does not require minimum income levels, minimum level of assets, or other conditions for our financial planning and investment consultation services.

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

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- 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: $136,632,421
- Discretionary: $136,632,421
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $9,519,941 |
| High net worth individuals | 29 | $77,545,070 |
| Charitable organizations | 13 | $49,567,410 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, MD, NC, NY, TX, VA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299357

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Durham, NC
- Washington, DC

### Websites listed on Form ADV (Item 1.I)
- gridpartners202.com
- re-envisionwealth.com
- Facebook @reenvisionwealth
- Instagram @reenvisionwealth
- LinkedIn @reenvisionwealth
- X @Grid202

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $42,308,555 | 8 | March 18, 2022 |
| October 2023 | $64,610,288 | 6 | June 16, 2023 |
| October 2024 | $90,233,813 | 5 | July 23, 2024 |
| October 2025 | $117,416,947 | 5 | June 27, 2025 |
| October 2026 | $136,632,421 | 5 | March 27, 2026 |

Regulatory assets under management: $42,308,555 in the October 2022 data and $136,632,421 in the October 2026 data, up 223%.
Total employees: 8 in October 2022 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $117,416,947 to $136,632,421 (+16%).

### January 2026
- No longer registered or notice-filed in CA, CO, GA, NJ, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RE-Envision Wealth (CRD 299357): Form ADV filing data as of October 2026.