GRID 202 LLC
DBA: RE-ENVISION WEALTH
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $136.6M |
| Discretionary | $136.6M100% of AUM |
| Client Accounts | 228 |
| Avg Account Size | $599K |
| Employees | 5 |
| Peak AUM | $136.6MMar 2026 |
| AUM CAGR | +34.1% /yrover 4 yrs · 24 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $137M | +8.6% | +28.3% | +34.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $136.6M |
| Discretionary | $136.6M |
| Employees | 5 |
| Client Accounts | 228 |
| Client Range | 1-10 |
Contact & Location
Address
260 MADISON AVENUE,
NEW YORK NY 10016
Phone
301-233-7903
Filing History
24 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$137M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution
Related Entities (Item 7)
Law Firm