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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-23-2018
- Office Locations
- 1
Office Locations
About Envision Wealth Planning Inc.
Envision Wealth Planning (Chicago) provides values-based financial planning and portfolio management, building personalized plans with purpose-driven investing and divestment screens across environmental sustainability, human rights, women’s rights, and poverty. The team also advises businesses on mission-aligned 401(k) and 403(b) plans. Led by James Brewer, recognized by InvestmentNews Awards (2025) for ESG/responsible investing; custody via 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 135 clients, or 135 clients per representative. That equates to $159.5K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on September 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JAMES ELLIS BREWER
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #5142630
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,530,630 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,530,630 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Envision Wealth Planning Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.