RE-ENVISION WEALTH

Latest filing: Mar 31, 2025 (107 days ago)

AUM

$117,416,947
30% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

5
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

MANHATTAN, NY
590 MADISON AVENUE, IBM BUILDING, MANHATTAN, NY, UNITED STATES, 10022

Client AUM

Discretion AUM
Discretionary $0.1
Non-Discretionary $0.0
Total $0.1
Client AUM
Retail $0.1
Pooled $0.0
Institutional $0.0
Total $0.1
Retail Accounts AUM
Individual 39 $0.0
Average Individual AUM $233,882
HNW 19 $0.1
Average HNW AUM $3,137,351
Retail Total 58 $0.1
Average Retail AUM $1,185,018

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
CHARLES SCHWAB & CO., INC. SAN FRANCISCO-CA-USA $0.1
MTG, LLC NEW YORK-NY-USA $0.0
ALTRUIST FINANCIAL LLC CULVER CITY-CA-USA $0.0

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.1
Retail SMA AUM $0.1
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 95% $0.1
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 5% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 100% $0.1

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

2 active

Name Title
BEVERLY, KEITH, LEON MANAGING MEMBER/CHIEF COMPLIANCE OFFICER
N'JIE-KONTE, ANNA, CLARETTE PARTNER

ADVDB.CO • SOURCE: SEC

Representatives

4 active representatives found

Name City State Exams Designations
CINDY MOTA RIOS MANHATTAN NY S63|2012-07-20 CERTIFIED FINANCIAL PLANNER
ANNA N'JIE-KONTE MANHATTAN NY S66|2015-05-08 CERTIFIED FINANCIAL PLANNER
WILLIE GHOLSTON MANHATTAN NY CHARTERED FINANCIAL ANALYST
KEITH BEVERLY MANHATTAN NY S66|2004-03-09|S63|2015-03-19 CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $0.1 $0.0 0% 5 0 0%
2025-04-21 $0.1 $0.0 0% 5 0 0%
2024-04-02 $0.1 $0.0 30% 5 0 0%
2023-04-04 $0.1 $0.1 82% 6 -1 -17%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NY, CA-04/18/2022, CO-04/18/2022, DC-04/18/2022, GA-04/18/2022, MD-04/18/2022, NC-04/18/2022, NJ-12/07/2022, NY-04/18/2022, TX-04/18/2022, VA-04/18/2022, WA-04/18/2022
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (POOLS)
EDUCATIONAL WORKSHOPS
OTHER ACTIVITIES
INSURANCE AGENT

ADVDB.CO • SOURCE: SEC FORM ADV