Get started
LP Profile

Envoy Advisory

Also known as envoy advisory

Wealth ManagerColorado Springs, United StatesFounded 2010
Colorado Springs
Headquarters
Get Contact Details Website
Investment Focus

About Envoy Advisory

Envoy Financial is a leading provider of church retirement plans. Speak to a specialist today to learn more about our retirement plan options.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Envoy Advisory from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$615.0M
Total Clients
1,983
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Envoy Advisory across SEC, IRS, DOL and international registers — newest first.

FORM ADV
ENVOY ADVISORY INC.
Mar 30, 2026
$615.0M

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

Wealth Managers in United StatesAll Wealth ManagersLimited Partners in Colorado SpringsLimited Partners in United StatesLP Database
More Investors

Related Wealth Managers in United States

Northern Trust Wealth Management
Chicago, United States
$1300.0B AUM
AB Custom Alternative Solutions
Nashville, United States
$829.0B AUM
Allspring Global Investments
Charlotte, United States
$550.0B AUM
Apella Wealth
West Hartford, United States
$384.0B AUM
Morgan Stanley Private Wealth Management
Purchase, United States
$369.7B AUM
CAPTRUST Financial Advisors
Raleigh, United States
$360.0B AUM
FAQ

Frequently asked questions

What type of investor is Envoy Advisory?

Envoy Advisory is a wealth manager based in Colorado Springs, United States.

Where is Envoy Advisory headquartered?

Envoy Advisory is headquartered in Colorado Springs, United States.

When was Envoy Advisory founded?

Envoy Advisory was founded in 2010.

How can I contact Envoy Advisory?

Verified contact details, key decision-makers, and investment preferences for Envoy Advisory are available on LPbacked. Create a free account to access them.