Envestnet Pmc

Registered investment advisor · Chicago, Illinois · CRD #111694

Assets Under Management

$614.9B

Client Accounts

2,241,364

Employees

532

CRD Number

111694

Registration

SEC Registered

Custodian

National Financial Services Llc, Pershing Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Envestnet Pmc

Envestnet is a prominent wealth technology platform and financial wellness network based in Chicago. Founded in 1999, the company provides Software-as-a-Service (SaaS) solutions that empower over 109,000 financial advisors across more than 4,900 companies to manage over $6 trillion in assets and nearly 20 million accounts. Envestnet's innovative offerings include a core platform for unified advice, investment services, and practice management, as well as specialized tools like the Sustainability

Fee Structure

Percentage of assets under management Yes

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Yes

Contacts, 13F holdings & brochure intel for Envestnet Pmc

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Envestnet Pmc's AUM?

Envestnet Pmc reports approximately $614.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Envestnet Pmc headquartered?

Envestnet Pmc is headquartered in Chicago, Illinois.

What is Envestnet Pmc's CRD number?

Envestnet Pmc's CRD number is 111694. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.