SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Re-Envision Wealth
New York, NY
Grid 202 LLC, CRD 299357
Firm filing updated March 27, 2026 ·
- $136.6MAssets
- 91Clients
- 4Advisory staff
- 228Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals49
- High net worth individuals29
- Charities13
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 49 | $9.5 million |
| High net worth individuals | 29 | $77.5 million |
| Charitable organizations | 13 | $49.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$136.6 million
- Accounts228
- DiscretionaryAll accounts
People
- Employees5
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Grid 202 LLC SEC-registered investment advisor. CRD 299357, SEC file 801-123745.
- Registered with the SEC as an investment advisor (status date on record: April 18, 2022).
Is Re-Envision Wealth a fiduciary?
Short answer: Re-Envision Wealth is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.