RIA Intel›Advisers›Connecticut›ENVEST ASSET MANAGEMENT, LLC

ENVEST ASSET MANAGEMENT, LLC

Advisory

CT

Data as of Jun 4, 2026 · Source: SEC Form ADV

Rank in CT

#1,012

of 1,312 advisers by AUM

Average account

$342K

across 134 accounts

AUM per adviser

$23M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 4, 2026.

Total AUM

$46M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$46M

Discretionary AUM$44M

Non-Discretionary AUM$2M

Discretionary %96.5%

Total Clients67

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, CT, NY, PA, TX, VT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

67 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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