Re-envision Wealth

Re-envision Wealth (CRD# 299357) is a financial advisory firm headquartered in Manhattan, NY. They manage $64,610,288 in 119 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $542,944
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, DC, GA, MD, NC, NJ, NY, TX, VA, WA

Financial Advisors at Re-envision Wealth
Showing 1 - 2 of 2 top financial advisors.
1
Keith L. Beverly
CRD#: 4226406
590 Madison Avenue, Ibm Building, 21st Floor, New York, NY 10022

Keith Beverly (CRD# 4226406) is an Investment Advisor Representative working at Re-envision Wealth in New York, NY and has over 20 years of experience in the finance industry.

2
Anna C. N'jie-Konte
CRD#: 5942943
Brentwood, NY

Anna N'jie-Konte (CRD# 5942943) is an Investment Advisor Representative working at Re-envision Wealth in Brentwood, NY and has over 8 years of experience in the finance industry.

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