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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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