Willie G. Gholston

RE-ENVISION WEALTH

NEW YORK, NY 10022

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CRD#: 5350297

Professional summary

Willie Gunter Gholston, CFP®, who also goes by Will Gholston, is a registered financial advisor currently at RE-ENVISION WEALTH located in New York, New York.

Willie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Willie has worked at 4 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Will Gholston

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Willie Gunter Gholston's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

December 6, 2023 - Present

RE-ENVISION WEALTH

Office #1: 590 Madison Avenue, Ibm Building 21st Floor, New York, NY 10022

RIA

CRD#: 299357

NEW YORK, NY

Past

October 6, 2022 - August 1, 2023

MONEY SCRIPT WEALTH MANAGEMENT, PLLC

RIA

CRD#: 286134

Raleigh, NC

Past

August 9, 2017 - October 7, 2022

FIRST CITIZENS ASSET MANAGEMENT, INC

RIA

CRD#: 140777

Raleigh, NC

Past

June 21, 2007 - October 27, 2010

BB&T ASSET MANAGEMENT, INC.

RIA

CRD#: 108443

RALEIGH, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RE-ENVISION WEALTH

GRID 202 LLC | RE-ENVISION WEALTH | GRID 202 PARTNERS

CRD#: 299357 / SEC#: 801-123745

RIA

Registered Investment Advisory firm - (4/18/2022 Approved)

District of Columbia

Registered Investment Advisory firm - (5/31/2022 Terminated)

Maryland

Registered Investment Advisory firm - (6/1/2022 Terminated)

North Carolina

Registered Investment Advisory firm - (6/1/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

District of Columbia
(6/5/2024)

IAR

Maryland
(12/6/2023)

IAR

New York
(12/6/2023)

IAR

North Carolina
(12/6/2023)

IAR

Texas
(12/6/2023)

IAR

Virginia
(12/6/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

RE-ENVISION WEALTH

GRID 202 LLC | RE-ENVISION WEALTH | GRID 202 PARTNERS

CRD#: 299357 / SEC#: 801-123745

RIA

Registered Investment Advisory firm - (4/18/2022 Approved)

District of Columbia

Registered Investment Advisory firm - (5/31/2022 Terminated)

Maryland

Registered Investment Advisory firm - (6/1/2022 Terminated)

North Carolina

Registered Investment Advisory firm - (6/1/2022 Terminated)

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Contact information

Main Address

590 Madison Avenue, Ibm Building 21st Floor, New York, NY 10022

Mailing Address

Phone number

(301) 233-7903

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/3/2025)

Regulatory assets under management

Total Number of Accounts	186
AUM (Assets Under Management)	$ 117,416,947

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Willie G. Gholston

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Willie Gunter Gholston's CRS (Customer Relationship Summary).

Certified licenses

Experience

RE-ENVISION WEALTH

MONEY SCRIPT WEALTH MANAGEMENT, PLLC

FIRST CITIZENS ASSET MANAGEMENT, INC

BB&T ASSET MANAGEMENT, INC.

Primary Firm SEC Registration

RE-ENVISION WEALTH

State Registrations and Notice Filings

Exams

Current Firm

RE-ENVISION WEALTH

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RE-ENVISION WEALTH

TRUST BUT VERIFY

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