Envest Advisors, Llc
- Regulatory AUM
- $8.1M
- Discretionary
- $8.1M
- Clients
- 45
- Avg AUM / client
- $180K
- Accounts
- 84
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 43 | $6.0M | 74.2% |
| High net worth individuals | 2 | $2.1M | 25.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Apple 401(k) Plan Apple Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Austin Emery | Registered representative | Oct 2025 (1y) | ||
| William Murrell Cutler | Registered representative | Oct 2025 (1y) | ||
| Lucus Ubaldo | Registered representative | Feb 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Apple 401(k) Plan | Apple Inc. | 101,217 | $24.7B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • REFERRAL FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $3.8M (52% of AUM) Jul 2026
- Charles Schwab & Co. $3.2M (44% of AUM) Jul 2026
- Lincoln Financial Advisors Corporation $318K (4% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 15, 2026.
View current Form ADV (SEC/IAPD) ↗