Investment adviser · CRD 166311
PLANVISION, LLC
Investment adviser filing (IA)
· Form ADV filed Aug 11, 2026
- Employees
- 10 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 2,270 | $0 | Not reported |
| High-net-worth individuals | 5,100 | $0 | Not reported |
Filing source
Form ADV 2125167 · Aug 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 11, 2026. View historical filings
Reported services
Financial planning
Compensation
Fixed
Principal office
CRD 166311
Filing source
Form ADV 2125167 · Aug 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.