Envision Financial LLC

Public-record details

Address

375 Bishops Way Suite 232, Brookfield, WI 53005

Phone

(262) 354-7155

Listed under

Financial planning, % of assets managed

CRD number

314365

Registration

SEC registered since 2021-05-24

Compensation (Form ADV 5.E)

Percentage of assets under management

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses

Regulatory assets under management

$352.9 million

Accounts managed

126

Clients reported (Form ADV 5.D)

125

Individual / high-net-worth clients

0 / 125

Employees

5

Other business activities (Form ADV 6.A)

Also active as: accountant or accounting firm

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-03

SEC registered investment adviser, CRD 314365, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 314365 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.