$61.2M Total AUM
$61.2M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Prudential
- Clients
- Retail
- Platforms
- Matrix legacyFocus pioneer +more
- Established Date
- 10-31-2018
- Office Locations
- 1
Office Locations
-- Maitland FL
About Envision Wealth Planners
Envision Wealth Planners is a boutique, fee-only RIA serving commercial real estate executives and high-income families. The firm provides high-touch, comprehensive financial planning—coordinating with clients’ other professional advisors—alongside tax-aware investment guidance for complex income and business-owner situations (e.g., LLC and Solo 401(k) planning). Custodied at Schwab.
Team overview
-- AVG AGE
$61.2M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Summit Element Atlas Catalyst quantum Delta zenith Catalyst glacier Pioneer Bridge Pioneer Unison Value Optima atlas
Client Personas
Bridge beacon
Custodian
Meridian insight Focus eagle Horizon Signal glacier
Investment Themes
Radial insight Ember momentum Peak eagle Optima vertex
Investment Vehicles
Momentum zenith Unison
Services
Vertex foundation Value North Foundation Element harbor Radial Oak unison Unison radial Horizon signal Crest Ember ridge Momentum
Technology
Frontier bridge Harbor Unison
Owner & Executives
SEAN GERLIN
Chief Compliance Officer, Founder, PRINCIPAL
- CRD
- #6036810
- Ownership
- 75% or more
(256) 661-7295
harbor.atlas@optimacapital.com
in linkedin.com/in/pioneer-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,184,151 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,184,151 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,184,151
Public Funds:
13.9% Private Funds:
31.0% Equity - Exchange:
9.6% Cash:
45.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,016,890,589 | 13.9% |
| Private Funds | $2,267,885,486 | 31.0% |
| Equity - Exchange | $702,312,925 | 9.6% |
| Cash | $3,328,670,631 | 45.5% |
| Total | $7,315,759,631 | 100.0% |