ENVISION WEALTH PLANNING INC.

ENVISION WEALTH PLANNING INC. of CHICAGO, IL is an SEC-registered investment adviser (CRD 298672). Regulatory assets under management: $21.5M.

Registration

• CRD: 298672
• Type: Registered investment adviser
• Location: 100 S. STATE ST., CHICAGO, IL, 60603
• Phone: 312-448-1010
• Latest filing: 2026-03-11
• Regulatory AUM: $21.5M
• Discretionary AUM: $21.5M
• Clients: 2
• Accounts: 175

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298672 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search