Willie Gunter Gholston
Investment adviser representative at Re-envision Wealth
10 yearsExperience
6 statesRegistered in
CFADesignation
$136.6MFirm assets
Are you Willie Gunter Gholston? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Re-envision WealthNov 2023 to now
- Money Script Wealth Management, PllcOct 2022 to Aug 2023
- First Citizens Asset ManagementAug 2017 to Oct 2022
- First Citizens BankMay 2016 to Oct 2022
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 6 states (DC, MD, NC, NY, TX, VA).
Re-envision Wealth
Legal name: Grid 202 LLC
$136.6MAssets managed
91Clients
4Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5350297
- Firm CRD
- 299357