SEC Form ADV · CIK 1998033

ENVESTNET PORTFOLIO SOLUTIONS, INC.

Registered Investment AdviserPA
$17.3B
Assets Under Management
532
Employees
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Registration Details

CIK
1998033
Accession
crd-109662
Location
BERWYN, PA
Filing Date
June 30, 2026
AUM
$17.3B
Employees
532
Amendment
No

Client Types

IndividualsHNW IndividualsCorporationsOther

About this Adviser

ENVESTNET PORTFOLIO SOLUTIONS, INC. is a registered investment adviser headquartered in BERWYN, PA, managing approximately $17.3B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.