Envision Financial LLC
● SEC registered since 2021CRD 314365SEC# 801-121297Brookfield, WI
Reg. AUM
$352.9M
Employees
5
Accounts
126
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 $352.9 million in regulatory assets under management and employs 5 people.
Envision Financial LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua James Palleon | Partner, Chief Investment Officer | 50-75% | 2023 |
| Kevin P Ellis Control | Founding Partner, Chief Compliance Officer | 50-75% | 2021 |
Frequently asked questions
How much does Envision Financial LLC manage?
Envision Financial LLC reports $352.9 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
| Address | 375 Bishops Way Suite 232, Brookfield, WI 53005 |
| Phone | 262-354-7155 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$352.9M▲ 43%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$352.9Mregulatory AUM
Discretionary $352.9M