ENVISIONVEST

ENVISIONVEST of HOUSTON, TX is an SEC-registered investment adviser (CRD 289132). Regulatory assets under management: $838K.

Registration

• CRD: 289132
• Type: Registered investment adviser
• Location: 2700 POST OAK BLVD, HOUSTON, TX, 77056
• Phone: 713-589-6966
• Latest filing: 2026-03-31
• Regulatory AUM: $838K
• Discretionary AUM: $838K
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289132 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search