RIA Intel›Advisers›Texas›ENVISIONVEST, LLC

ENVISIONVEST, LLC

Advisory

HOUSTON, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in TX

#2,695

of 2,813 advisers by AUM

Average account

$84K

across 10 accounts

AUM per adviser

$838K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$838K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$838K

Discretionary AUM$838K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

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.

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

12 clients

2 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

SEVEY WEALTH ADVISORS, LLC

$847K

LAKE HIGHLANDS CAPITAL MANAGEMENT, LLC

DALLAS, TX

$810K

TUSKER WEALTH MANAGEMENT, LLC

$810K

JILL TAYLOR GORDON

LANTANA, TX

$807K

BBAE ADVISORS LLC

PLANO, TX

$805K

+41.4% 1Y

TAYLOR, BRITTON MICHAEL

$800K

Get the full picture on ENVISIONVEST, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ENVISIONVEST, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans