Re-envision Wealth
Re-envision Wealth (CRD# 299357) is a financial advisory firm headquartered in Manhattan, NY. They manage $90,233,813 in 173 accounts and serve the financial needs of clients across 11 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management90MILLION
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Total Number of Accounts173ACCOUNTS
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Average Account Value$521,583
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
Registered Investment Advisor
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
1
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 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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