{"url":"https://nivawealth.com/firms/grid-202-299357","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/299357","regulatoryAum":136632421,"crd":"299357","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4226406","suffix":null,"lastName":"BEVERLY","firstName":"KEITH","middleName":"LEON"},{"crd":"5350297","suffix":null,"lastName":"GHOLSTON","firstName":"WILLIE","middleName":"GUNTER"},{"crd":"5538956","suffix":null,"lastName":"GOODWIN","firstName":"JENNIFER","middleName":null},{"crd":"6081889","suffix":null,"lastName":"MOTA RIOS","firstName":"CINDY","middleName":"YORLENIS"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-03-18","regulatoryAum":42308555,"clients":149,"employees":8,"offices":1},{"filedOn":"2023-06-16","regulatoryAum":64610288,"clients":72,"employees":6,"offices":1},{"filedOn":"2024-07-23","regulatoryAum":90233813,"clients":129,"employees":5,"offices":1},{"filedOn":"2025-06-27","regulatoryAum":117416947,"clients":70,"employees":5,"offices":1},{"filedOn":"2026-03-27","regulatoryAum":136632421,"clients":91,"employees":5,"offices":3}],"secFileNumber":"801-123745","legalName":"Grid 202 LLC","displayName":"Grid 202","slug":"grid-202-299357","website":"https://re-envisionwealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/reenvisionwealth/","xUrl":"https://twitter.com/Grid202","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"260 Madison Avenue,, 8th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10016"},"tradeNames":["Grid 202 Partners"],"registration":{"secApproved":"18 April 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1116218.0897435897,"staff":{"employees":5,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":136632421,"discretionary":136632421,"discretionaryAccounts":228,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":49,"regulatoryAum":9519941},{"label":"High-net-worth individuals","clients":29,"regulatoryAum":77545070},{"label":"Charitable organizations","clients":13,"regulatoryAum":49567410}],"feePrograms":[{"role":"other","program":"Hourly financial planning","summary":"Hourly financial planning fees range from $250 to $1,000 per hour, billed in 30-minute increments.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029861","versionId":1029861,"submittedOn":"2026-03-27","documentName":"FORM ADV PART 2A"},{"role":"other","program":"Ongoing financial planning","summary":"Upfront fee of $2,500 to $20,000 covers the first six months, then $416.67 to $5,000 a month or $1,250 to $15,000 a quarter, paid in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029861","versionId":1029861,"submittedOn":"2026-03-27","documentName":"FORM ADV PART 2A"},{"role":"other","program":"Project-based financial planning","summary":"Fixed project fee of $2,000 to $5,000, negotiable; half is due on signing and the rest on plan delivery.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029861","versionId":1029861,"submittedOn":"2026-03-27","documentName":"FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T16:12:47.938412+00:00","documents":[{"name":"FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029861","versionId":1029861,"submittedOn":"2026-03-27"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":117781769},{"name":"Altruist Financial LLC","shortName":"Altruist","location":"Culver City, CA","smaAssets":116335}],"custodyNote":"Grid 202 does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Keith Beverly","title":"Managing Member/Chief Compliance Officer","crd":"4226406"}],"ownership":[{"label":"Keith Beverly","detail":"Managing member/chief compliance officer in the 75% or more ownership band and a control person, since October 2018."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"District of Columbia","offices":1,"addresses":[{"street":"20 F Street","city":"Washington"}]},{"state":"New York","offices":1,"addresses":[{"street":"260 Madison Avenue,, 8th Floor","city":"New York","headquarters":true}]},{"state":"North Carolina","offices":1,"addresses":[{"street":"4819 Emperor BLVD","city":"Durham"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"301-233-7903","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Educational seminars/workshops"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":95},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/299357/PDF/299357.pdf","brochureDate":"27 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029861","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Grid 202 have?","answer":"Grid 202 has 91 clients and manages $137 million for them, as of March 2026. They include 49 individual clients, 29 high-net-worth individuals and 13 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Grid 202 offer?","answer":"Grid 202 provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Grid 202 use?","answer":"Grid 202’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $118M and Altruist Financial LLC (Culver City, CA), with $116K. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Grid 202 have?","answer":"Grid 202 has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Grid 202 invest in?","answer":"At the end of its last fiscal year, Grid 202’s separately managed accounts held 95% exchange-traded equities and 5% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Grid 202?","answer":"Grid 202’s direct owner is Keith Beverly (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Grid 202 get paid?","answer":"Grid 202 is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Grid 202?","answer":"Grid 202’s main office is at 260 Madison Avenue,, 8th Floor, New York, NY 10016. Its phone number is 301-233-7903. Its website is re-envisionwealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}