$839.7K Total AUM
$839.7K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-12-2021
- Office Locations
- 1
Office Locations
2100 Geng Road Suite 210 Palo Alto CA
About Envisionx Capital, LLC
EnvisionX Capital, LLC is a Palo Alto–based RIA serving retail clients with discretionary portfolio management focused on asset allocation and portfolio construction. Portfolios are implemented primarily with ETFs and complemented by limited use of public funds/derivatives as needed. Custody is through Interactive Brokers.
Team overview
-- AVG AGE
$839.7K AVG AUM / ADVISOR
$419.9K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Services
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Technology
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Owner & Executives
HELEN YUYAO ZHA
Managing Member
- CRD
- #2889561
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $839,722 | -- |
| Non-Discretionary | $0 | -- |
| Total | $839,722 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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