RE-ENVISION WEALTH
GRID 202 LLC Legal Name
Adviser information for RE-ENVISION WEALTH last updated from Form ADV on March 31st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 173 | $90.2M |
| Non-Discretionary | 0 | $0 |
| Total | 173 | $90.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 107 | $14.9M |
| HNW Individuals | 17 | $65.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $10.2M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-123745 |
|---|---|
| SEC ERA File Number | 801-123745 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 299357 |
| Legal Entity Identifier | None |
Principal Office
590 MADISON AVENUE, IBM BUILDING21TH FLOOR
MANHATTAN
NY
United States
Monday - Friday, 9AM - 5PM
Tel: 301-233-7903, Fax: None
Chief Compliance Officer
KEITH L. BEVERLY
MANAGING MEMBER
555 MADISON AVENUE
5TH FLOOR
MANHATTAN
NY
United States
Tel:
301-233-7903
K****@******************M
(Full email address available in API data)
Regulatory Contact
ROBERT MOREIRO
CONSULTANT
799 SANDPIPER LANE
799
PONTE VEDRA BEACH
FL
United States
Tel:
9737477989
R*****@***************O
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BEVERLY, KEITH, LEON | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 10/2018 | > 75% |
| N'JIE-KONTE, ANNA, CLARETTE | Individual | – | PARTNER | 10/2022 | 10-25% |