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ENVISION WEALTH PLANNING INC.

Advisory

CHICAGO, IL

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in IL

#1,412

of 1,719 advisers by AUM

Average account

$123K

across 175 accounts

AUM per adviser

$22M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients107

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InDC, IL, TX

Succession Risk

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

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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

107 clients

3 high-net-worth

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

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