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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-29-2018
- Office Locations
- 3
Office Locations
About RE-Envision Wealth
RE-ENVISION WEALTH is a specialized, fiduciary wealth management firm serving individuals and institutions, with dedicated offerings for physicians and attorneys. The firm emphasizes proactive, comprehensive planning and portfolio management, using data-driven, impact-oriented investing designed to advance racial equity and a more sustainable planet, with portfolios largely implemented through ETFs.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KEITH LEON BEVERLY
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4226406
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
WILLIE GUNTER GHOLSTON
Senior Consultant
- CRD
- #5350297
JENNIFER GOODWIN
--
- CRD
- #5538956
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,632,421 | $599,265 |
| Non-Discretionary | $0 | -- |
| Total | $136,632,421 | $599,265 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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