# ENVISION FINANCIAL LLC

ENVISION FINANCIAL LLC of BROOKFIELD, WI is an SEC-registered investment adviser.

## Registration

- CRD: 314365
- Type: SEC-registered investment adviser
- SEC file number: 801-121297
- Location: 375 BISHOPS WAY SUITE 232, BROOKFIELD, WI, 53005
- Phone: 262-354-7155
- Latest filing: 2026-03-03
- Regulatory AUM: $352.9M
- Discretionary AUM: $352.9M
- Clients: 5
- Accounts: 126

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Kevin P Ellis | FOUNDING PARTNER, CHIEF COMPLIANCE OFFICER; FOUNDING PARTNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Joshua James Palleon | PARTNER, CHIEF INVESTMENT OFFICER | — |
| ELLIS KEVIN P | FOUNDING PARTNER, PRESIDENT, CHIEF COMPLIANCE OFFICER; PRESIDENT, OWNER, CHIEF COMPLIANCE OFFICER | — |
| PALLEON JOSHUA JAMES | PARTNER, CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/314365/brochure
- Similar advisers: https://search.stillhousedata.com/firm/314365/similar
- Related entities: https://search.stillhousedata.com/firm/314365/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/314365

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.