Envest Asset Management, LLC

RIASEC Registered

Total AUM

$45.8M

Discretionary

$44.2M

96% of AUM

Avg account

$342K

Accounts

134

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 293134
Website: envestam.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78.02%
Individuals21.98%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Envest Asset Management, LLC is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm functions as a capital allocator, blending financial planning with portfolio management and adviser selection. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars or workshops. Envest reports being an active ESG investor and charges clients through a mix of percentage-of-AUM fees, hourly billing, and fixed fees.