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ENVISION FINANCIAL SERVICES & ASSET MANAGEMENT, LLC

Advisory

FL

Data as of Apr 17, 2026 · Source: SEC Form ADV

Rank in FL

#1,528

of 2,610 advisers by AUM

Average account

$395K

across 155 accounts

AUM per adviser

$61M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 17, 2026.

Total AUM

$61M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$61M

Discretionary AUM$61M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients36

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

36 clients

24 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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