← 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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.