


Envision Wealth Management Revenue
Financial Services • Virginia Beach, Virginia, United States • 1-10 Employees
Envision Wealth Management revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Key Contact at Envision Wealth Management
Jonathan Muhlendorf
President
Company overview
| Headquarters | One Columbus Center, Suite 800, Virginia Beach, VA 23462, US |
| Phone number | +17577773154 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Estate Planning, Retirement Planning, Financial Planning, Asset Allocation, Financial Planner |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
Envision Wealth Management Email Formats
Envision Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@envisionyourwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@envisionyourwealth.com | 100% |
About Envision Wealth Management
You have your own set of challenges and opportunities as you chart your financial future from associate to partner and from the partnership to retirement. I recognize that your career is demanding and your time is your most precious resource. After 20 years of experience I have developed unique services for attorneys, including: 1. Scheduled meetings at your office, our office, or virtual. It's your choice 2. Fee transparency: By the hour, retainer, or fee for assets under management 3. Objective advice held to a fiduciary standard 4. No sales tactics: I will not lead with investments or insurance 5. Buy in/cash out modeling 6. Variable income planning 7. Ability to co-manage and advise on self-directed brokerage account 401(k)s 8. Access to lower cost investment vehicles 9. Personalized websites with account aggregation and digital vault for document storage 10. No proprietary investments or insurance Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Please call my office at 757-777-3121 or email me at jon@envisionyourwealth.com to schedule a 15 minute introductory phone call. Our first meeting is also complimentary.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Envision Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Envision Wealth Management has never raised funding before.
Frequently asked questions
4.8
40,000 users



