# Envision Wealth Planners

Envision Wealth Planners is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** envisionwealthplanners.com
- **LinkedIn:** https://www.linkedin.com/company/seangerlin

## Regulatory record

- **CRD number:** 298244
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298244

## About

ENVISION WEALTH PLANNERS is a state-registered investment adviser with $61 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### Is Envision Wealth Planners a fiduciary?

As a Registered Investment Advisor (RIA), the firm is legally obligated to act as a fiduciary for its advisory clients. This means it must place client interests ahead of its own, disclose conflicts of interest, and cannot earn commissions on investment product sales in advisory accounts. The specific structure of the firm's RIA registration can be verified through the SEC's Investment Adviser Public Disclosure database.

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Last updated: 2026-06-03T20:00:00.000Z

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