$61.2M Total AUM
$61.2M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
Full visibility includes strategy notes for radial peak eagle.
Unlock to compare peer behavior around radial element.
Request access to benchmark trends tied to pioneer vector.
Request access to benchmark trends tied to fusion.
Unlock to see real insight on element capital north.
See the complete signal summary connected to matrix bridge.
Premium access reveals conviction themes in harbor unison alpha.
Full visibility includes strategy notes for north atlas.
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
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 Pioneer
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |