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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-10-2008
- Office Locations
- 1
Office Locations
About Envision Asset Management, Inc.
Envision Asset Management, Inc. is an independent Florida RIA providing portfolio management and financial/wealth planning for individuals, retirees, and business owners. Portfolios are implemented primarily with ETFs and other public funds, emphasizing asset allocation and index-based exposure with a small allocation to government bonds and cash. The firm publishes frequent market recaps and performance “scoreboards” that can support ongoing client communication. Custody is primarily at Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 27 clients, or 27 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Services
- Technology
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The full Envision Asset Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRUCE KONNERS
Chief Compliance Officer, President
- CRD
- #5525631
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,812,165 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,812,165 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Envision Asset Management, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.