DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

ENVISION WEALTH PLANNING

BOLEN ASSET MANAGEMENT, INC., CRD 128441

BRENTWOOD, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:33374f29-2705-ca2d-df51-3e7c8c2a8bd8

Data as of Jun 28, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 1
On other graphs: 0
Observed: Mar 23, 2012 to Jun 28, 2017
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $84.6MItem 5.F on the latest filing (2017-06-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $83.6M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 2
Accounts: 370
SEC number: 801-96210
CRD: 128441
Filings on the tape: 15
First filed: Mar 23, 2012
Latest filed: Jun 28, 2017
Organised: Corporation, Tennessee

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOLEN, PAMELA, LEIGH	Secretary	Na	yes	11/2003	Mar 23, 2012	Jun 28, 2017
BOLEN, ROBERT, VERNE	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	yes	09/2003	Mar 23, 2012	Jun 28, 2017

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Mar 18, 2017	$84.6M	$83.6M	8	4	n/a	n/a	n/a
2015	Mar 28, 2016	$117M	$115M	7	4	n/a	n/a	n/a
2011	Mar 23, 2012	$61.6M	$60.7M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$84.6M	$117M	-27.4%	n/a	n/a	6	7	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CAPITAL ONE INVESTING, INC.	2	Dec 31, 2018	Mar 7, 2018	FRANKLIN, TN	Team lift out	Other	100.0%
RIDGELINE WEALTH ADVISORS, LLC.	2	Sep 1, 2016	Sep 2, 2016	FRANKLIN, TN	Team lift out	Other	40.0%

Relationships

Controls (2)

← BOLEN, ROBERT, VERNEOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 23, 2012 to presentfactForm ADV
← BOLEN, PAMELA, LEIGHOwnerSECRETARY, ownership code NA, individual
Mar 23, 2012 to presentfactForm ADV

Registered with (8)

← ROBERT VERNE BOLENAdvisorregistration: previous registration
Apr 30, 2007 to Dec 31, 2018factForm ADV
← KATHERINE YVONNE FOWLERAdvisorregistration: previous registration
Sep 26, 2013 to Dec 31, 2018factForm ADV
← MELNER ROBERT BONDAdvisorregistration: previous registration
Jul 25, 2016 to Apr 10, 2017factForm ADV
← Michael Joseph SheaAdvisorregistration: previous registration
Nov 9, 2016 to Apr 10, 2017factForm ADV
← JOSHUA ELI SELFAdvisorregistration: previous registration
Jun 18, 2014 to Sep 1, 2016factForm ADV
← MICHAEL F PERKINSAdvisorregistration: previous registration
Jun 20, 2014 to Sep 1, 2016factForm ADV
← MATTHEW FIELD BADERAdvisorregistration: previous registration
Aug 3, 2012 to Nov 22, 2013factForm ADV
← MITCHELL KEVIN ANDERSONAdvisorregistration: previous registration
Jun 6, 2011 to May 2, 2012factForm ADV

Moved with (2)

→ CAPITAL ONE INVESTING, INC.Registered adviser2 advisors, team lift out, same day
Dec 31, 2018 to Mar 7, 2018factForm ADV
→ RIDGELINE WEALTH ADVISORS, LLC.Registered adviser2 advisors, team lift out, same day
Sep 1, 2016 to Sep 2, 2016factForm ADV

Dated events

Occurred
Apr 22, 2015
First Form ADV filing
Envision Wealth Planning filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:33374f29-2705-ca2d-df51-3e7c8c2a8bd8
First observed: Mar 23, 2012
Last observed: Jun 28, 2017 112 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ENVISION WEALTH PLANNING

BOLEN ASSET MANAGEMENT, INC., CRD 128441

BRENTWOOD, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:33374f29-2705-ca2d-df51-3e7c8c2a8bd8

Data as of Jun 28, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:10 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOLEN, PAMELA, LEIGH

Secretary

yes

11/2003

Mar 23, 2012

Jun 28, 2017

BOLEN, ROBERT, VERNE

PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

09/2003

Mar 23, 2012

Jun 28, 2017

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 18, 2017

$84.6M

$83.6M

n/a

2015

Mar 28, 2016

$117M

$115M

n/a

2011

Mar 23, 2012

$61.6M

$60.7M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$84.6M

$117M

-27.4%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CAPITAL ONE INVESTING, INC.

Dec 31, 2018

Mar 7, 2018

FRANKLIN, TN

Team lift out

Other

100.0%

RIDGELINE WEALTH ADVISORS, LLC.

Sep 1, 2016

Sep 2, 2016

FRANKLIN, TN

Team lift out

Other

40.0%