RIA Intel›Advisers›Florida›ENVISION ASSET MANAGEMENT, INC.

ENVISION ASSET MANAGEMENT, INC.

Advisory

FL

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in FL
#1,569
of 2,610 advisers by AUM
Average account
$2M
across 27 accounts
AUM per adviser
$56M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$56M
Discretionary %
100%
Clients
27
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$56M
Discretionary AUM$56M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients27
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

CALIXTO GLOBAL INVESTORS, LP
CORAL GABLES, FL
$56M
+29.0% 1Y
AVANTI WEALTH MANAGEMENT, LLC
LONGWOOD, FL
$56M
STEPHEN M. COOPER
TAMPA, FL
$56M
-25.8% 1Y
MCCARTY WEALTH, LLC
ROCKLEDGE, FL
$55M
OM INVESTMENT MANAGEMENT, LLC
TAMPA, FL
$56M
0.0% 1Y
BENSON AVENUE CAPITAL, LLC
$56M

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