DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Re-Envision Wealth

Independent wealth managerNew York, New YorkCRD 299357SEC 801-123745websiteIAPD
Legal name Grid 202 LLC
Latest filing Mar 27, 2026
First filing on the tape Mar 18, 2022 · 20 filings
SEC status approved since Apr 18, 2022
RAUM
$137M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
64%
$87.1M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$34.2M
derived; firm RAUM over IAPD count
Employees
5
4 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$137M as of Mar 27, 2026
Apr 3, 2023$64.6M then
HNW client RAUM$77.5M as of Mar 27, 2026
Apr 3, 2023$34.6M then
State-registered IARs (5.B.3)4 as of Mar 27, 2026
Apr 3, 20233 then
Employees (5.A)5 as of Mar 27, 2026
Apr 3, 20236 then
Private funds: 5
RAUM +16% over the last fiscal year+28% a year over threeIARs 4 to 4offices 0 to 2
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
RAUM per advisor
$34.2MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
20derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.7MderivedHNW RAUM over HNW clients
Average account
$599,265derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
36%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.3derivedItem 5.A over advisors
Advisors per office
1.3derived3 offices incl. principal (1.F.5)
RAUM growth, one year
+16%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
+34%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for pooled vehicles, educational seminarsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is an insurance broker or agent (6.A.6)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$77.5M57%
  • Charitable organizations$49.6M36%
  • Individuals$9.5M7.0%
Individual clients
49reported
HNW clients
29reported
Pension plan clients
n/areported
Charitable clients
13reported
Accounts
228reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.64 fund_share=0.0 institutional_share=0.36 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Keith Leon BeverlyCertified Financial Planner, Chartered Financial AnalystNew York, NyApr 18, 202222 y8
Willie Gunter GholstonChartered Financial AnalystNew York, NyDec 6, 202319 y3
Cindy Yorlenis Mota RiosCertified Financial PlannerNew York, NyFeb 20, 202514 y1
Jennifer GoodwinNew York, Ny Mar 27, 202510 y2
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
6 reported on Schedule D 7.B.(1)
FundTypeGross assetsOwnersFirst reported
Grid - Equivico LLC I LLCPrivate Equity Fund$3.2M1Nov 28, 2023
Grid - Junica Properties I, LLCReal Estate Fund$1.5M1Apr 3, 2023
Grid - Junica Properties II, LLCReal Estate Fund$1.0M0Apr 3, 2023
Grid - High Road Delivery IOther Private Fund$520,0000Mar 18, 2022
Grid - Esusu LLCOther Private Fund$500,1003Apr 3, 2023
Grid - Ivy City LLCReal Estate Fund$95,0003Mar 18, 2022
Owners and control persons
Schedule A and B, latest filing
  • Leon Keith Beverly · Managing Member/Chief Compliance Officercontrol
    since 10/2018 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
New York, Ny · principal400
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Accounts · 186 to 228
    Dec 11, 2025 to Mar 27, 2026
  • Charity clients · 12 to 13
    Dec 11, 2025 to Mar 27, 2026
  • HNW clients · 19 to 29
    Dec 11, 2025 to Mar 27, 2026
  • Individual clients · 39 to 49
    Dec 11, 2025 to Mar 27, 2026
  • Discretionary RAUM · $117M to $137M
    Dec 11, 2025 to Mar 27, 2026
  • HNW RAUM · $59.6M to $77.5M
    Dec 11, 2025 to Mar 27, 2026
  • Individual RAUM · $9.1M to $9.5M
    Dec 11, 2025 to Mar 27, 2026
  • RAUM · $117M to $137M
    Dec 11, 2025 to Mar 27, 2026
  • Assets in custody · 3690100.0 to unset
    Jun 27, 2025 to Sep 3, 2025
  • Custody of client assets · true to false
    Jun 27, 2025 to Sep 3, 2025
  • HQ city · MANHATTAN to NEW YORK
    Jun 27, 2025 to Sep 3, 2025
  • Other offices · 0 to 2
    Jun 27, 2025 to Sep 3, 2025
  • Financial planning clients · 1-10 to 1-10
    Mar 31, 2025 to Jun 27, 2025
  • Accounts · 129 to 186
    Feb 24, 2025 to Mar 31, 2025
  • Advisory employees · 3 to 4
    Feb 24, 2025 to Mar 31, 2025
  • Charity clients · 9 to 12
    Feb 24, 2025 to Mar 31, 2025
  • HNW clients · 24 to 19
    Feb 24, 2025 to Mar 31, 2025
  • Individual clients · 42 to 39
    Feb 24, 2025 to Mar 31, 2025
  • Employees · 4 to 5
    Feb 24, 2025 to Mar 31, 2025
  • State-registered IARs · 3 to 4
    Feb 24, 2025 to Mar 31, 2025
  • Discretionary RAUM · $126M to $117M
    Feb 24, 2025 to Mar 31, 2025
  • HNW RAUM · $70.7M to $59.6M
    Feb 24, 2025 to Mar 31, 2025
  • Individual RAUM · $8.3M to $9.1M
    Feb 24, 2025 to Mar 31, 2025
  • RAUM · $126M to $117M
    Feb 24, 2025 to Mar 31, 2025
  • Accounts · 173 to 129
    Jul 23, 2024 to Oct 11, 2024
  • Advisory employees · 4 to 3
    Jul 23, 2024 to Oct 11, 2024
  • Charity clients · unset to 9.0
    Jul 23, 2024 to Oct 11, 2024
  • HNW clients · 17 to 24
    Jul 23, 2024 to Oct 11, 2024
  • Individual clients · 107 to 42
    Jul 23, 2024 to Oct 11, 2024
  • Pooled vehicle clients · 5.0 to unset
    Jul 23, 2024 to Oct 11, 2024
  • Employees · 5 to 4
    Jul 23, 2024 to Oct 11, 2024
  • Financial planning clients · 51-100 to 1-10
    Jul 23, 2024 to Oct 11, 2024
  • State-registered IARs · 4 to 3
    Jul 23, 2024 to Oct 11, 2024
  • Discretionary RAUM · $90.2M to $126M
    Jul 23, 2024 to Oct 11, 2024
  • HNW RAUM · $65.1M to $70.7M
    Jul 23, 2024 to Oct 11, 2024
  • Individual RAUM · $14.9M to $8.3M
    Jul 23, 2024 to Oct 11, 2024
  • Pooled vehicle RAUM · 10239554.0 to unset
    Jul 23, 2024 to Oct 11, 2024
  • RAUM · $90.2M to $126M
    Jul 23, 2024 to Oct 11, 2024
  • Accounts · 119 to 173
    Nov 29, 2023 to Mar 31, 2024
  • HNW clients · 5 to 17
    Nov 29, 2023 to Mar 31, 2024
Signals
6 dated events
  • Anna Clarette N'Jie-Konte left Re-Envision Wealth for Poder Wealth Advisors (registered 2025-03-20)
    Jul 23, 2024 · Advisor changed firm · fact
  • Clarette Anna N'Jie-Konte (Partner) no longer on Schedule A of Re-Envision Wealth (listed 2024-03-31, absent 2024-07-23)
    Jul 23, 2024 · Control person left · inference
  • Clarette Anna N'Jie-Konte (Partner) appeared on Schedule A of Re-Envision Wealth
    Nov 8, 2022 · Control person joined · fact
  • Brian Mckinney left Re-Envision Wealth for Smart Money Group, Llc (registered 2020-06-19)
    Jul 30, 2022 · Advisor changed firm · fact
  • Kamila Ann Elliott no longer registered at Re-Envision Wealth; no later IA registration on IAPD
    Jun 6, 2022 · Advisor departure · fact
  • Grid 202 Partners filed its initial SEC registration (Form ADV)
    Mar 18, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
How to reach
public business contact points only, each with its source
Business email
info@re-envisionwealth.comreportedpublished by the firm, firm site, Sep 17, 2026
Firm profile
linkedin.com/company/reenvisionwealthreportedpublic record, Form ADV, Sep 17, 2026
Website
re-envisionwealth.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
301-233-7903reportedpublic record, Form ADV, Mar 27, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$34.2Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026
Across the graphs

Re-Envision Wealth is the same institution as 1 record in Real Estate Funds.

Real Estate Funds1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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