← Directory
RE-ENVISION WEALTH
Legal name: GRID 202 LLC
CRD 299357File 801-123745
APPROVED
Retail clients
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$136.6M
Bottom 25% of cohort (national)
Discretionary AUM
$136.6M
Clients
91
228 accounts
Employees
5
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 18, 2022
- Principal office
- 260 MADISON AVENUE,, 8TH FLOOR, NEW YORK, NY, 10016
- Phone
- 301-233-7903
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $136.6M
- Discretionary AUM
- $136.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 228
- Non-discretionary accounts
- 0
- Total accounts
- 228
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 13 | $49.6M |
| High net worth individuals | 29 | $77.5M |
| Individuals (other than high net worth individuals) | 49 | $9.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 70 | 91 | increased by21 |
| Apr 1, 2026 | AUM | $117,416,947 | $136,632,421 | increased by$19,215,474 |
| Apr 1, 2026 | Accounts | 186 | 228 | increased by42 |
| Dec 1, 2025 vs May 1, 2025 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 5 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 149 | 70 | decreased by79 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $42,308,555 | $117,416,947 | increased by$75,108,392 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 160 | 186 | increased by26 |
| May 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RE-ENVISION WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RE-ENVISION WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.