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- Custodian
- Apex ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-13-2017
- Office Locations
- 1
Office Locations
About Envisionvest
EnvisionVest is a Houston-based RIA founded in 2017 serving busy professionals, entrepreneurs, business owners, and HR leaders with comprehensive planning and customized portfolio management. Services span retirement, tax, insurance/benefits, income and debt management (Income Lab tech stack), education, and business/estate planning, with specialist partnerships for complex needs (e.g., private equity, CRTs, ESOPs). Notable for transparent pricing and no account minimums.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CESAR DELACERDA
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4254424
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $838,238 | -- |
| Non-Discretionary | $0 | -- |
| Total | $838,238 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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