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RE-ENVISION WEALTH
GRID 202 LLC
CRD 299357 · SEC 801-123745
260 MADISON AVENUE,, 8TH FLOOR, NEW YORK, NY, 10016, United States
Phone
301-233-7903
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$136.6M
Discretionary AUM
$136.6M
Team
5 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $9.5M |
| High net worth individuals | 29 | $77.5M |
| Charitable organizations | 13 | $49.6M |
States served
DC, MD, NY, NC, VA, TX
All web addresses on file
Official SEC filing: View on IAPD