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ENVISION FINANCIAL TRANSPARENCY, LLC

Advisory

N·

Data as of Jul 23, 2026 · Source: SEC Form ADV

Total AUM
$322M
1-Year AUM Growth
+24.5%
3-Year CAGR
+4.1%
Employees
16
Assets Under Management
Total AUM$322M
Discretionary AUM$318M
Non-Discretionary AUM$5M
Discretionary %98.6%
Total Clients233
Team
Total Employees16
Investment Advisers16
Employee Growth (1Y)-6.7%
Filing History
Total Filings on Record28
First FilingJun 14, 2018
Latest FilingJul 23, 2026
🔒 Full AUM trend chart and 28 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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