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Envision Financial LLC

● SEC registered since 2021CRD 314365SEC# 801-121297Brookfield, WI
Export (members)
Reg. AUM
$252M
Employees
5
Accounts
108
Location
Brookfield, WI

Envision Financial LLC assets under management

Envision Financial LLC is an investment advisory firm registered with the SEC based in Brookfield, WI. The firm has been registered since 2021. It reports $252 million in regulatory assets under management and employs 5 people.
www.envisionfinancial-llc.comView on SEC.gov ↗

Envision Financial LLC owners & executives

2 reported
NameTitleOwnershipSince
Joshua James PalleonPartner, Chief Investment Officer50-75%2023
Kevin P Ellis ControlFounding Partner, President, Chief Compliance Officer50-75%2021

Frequently asked questions

How much does Envision Financial LLC manage?

Envision Financial LLC reports $252 million in regulatory assets under management on its Form ADV.

How many employees does Envision Financial LLC have?

Envision Financial LLC reports 5 employees.

Where is Envision Financial LLC located?

Envision Financial LLC is based in Brookfield, WI and has been SEC-registered since 2021.

Does Envision Financial LLC disclose fund performance?

Envision Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address375 Bishops Way Suite 232, Brookfield, WI 53005
Phone262-354-7155
Office hours8 a.m. - 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$252M
Non-discretionary$0
Total (RAUM)$252M