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ENVISIONVEST
ENVISIONVEST, LLC
CRD 289132
2700 POST OAK BLVD, 21ST FLOOR, HOUSTON, TX, 77056, United States
Phone
713-589-6966
Fax
713-589-7975
Registration
— (—)
Source
State registered
Total AUM
$838K
Discretionary AUM
$838K
Team
1 total employees; 1 advisory reps; 14 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $593K |
| High net worth individuals | 2 | $245K |
All web addresses on file
Official SEC filing: View on IAPD