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.

Firm class

no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$0Item 5.F on the latest filing (2026-08-11); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

8

Employees

10

Advisory employees

5

Offices

5Schedule D 1.F, beyond the principal office

Accounts

0

Individual clients

2,270

High net worth clients

5,100

SEC number

801-112729

CRD

166311

Filings on the tape

21

First filed

Feb 28, 2018

Latest filed

Aug 11, 2026

Organised

Limited Liability Company, NC

• Occurred

  Mar 6, 2023
  Succession filed (Item 4)

  Planvision, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)

  Form ADVobserved 5 days ago
• Occurred

  Feb 28, 2018
  First Form ADV filing

  Planvision, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:56eedccb-ccfc-da9f-f6a9-945d30812e5a

First observed

Feb 28, 2018

Last observed

Aug 11, 2026 40 days 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.