firm profile
Envision Financial LLC
Overview
Envision Financial LLC is an SEC registered investment adviser based in Brookfield, WI, registered since 2021. It reports $353M in assets under management across 126 accounts, with 5 employees. It has 4 investment adviser representatives.
- Reported AUM
- $353M
- Discretionary
- 100%
- Accounts
- 126
- Average account
- $2.8M
- Employees
- 5
- Advisory reps
- 4
- Registered since
- 2021
- Jurisdictions
- 3
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 2 of 2
- Joshua James Palleon Partner, Chief Investment Officer CRD 3255862
- Kevin P Ellis Founding Partner, Chief Compliance Officer CRD 3064106
Advisory reps 3 of 4
- Kevin P Ellis Investment Adviser Rep CRD 3064106
- Joshua James Palleon Investment Adviser Rep CRD 3255862
- Andrew M Parey Investment Adviser Rep CRD 8208975
1 more advisory rep, with emails, phones and branch locations
Location
- Headquarters
- 375 Bishops Way Ste 232
Brookfield, WI 53005 - County
- Waukesha
- Metro area
- Milwaukee-Waukesha, WI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 3 jurisdictions
- Website: envisionfinancial-llc.com
Every state, with registration dates
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