Forms ADV & CRS
Form ADV Part 2A
This brochure provides information about the business practices, fees, and conflicts of interest of Envestnet’s SEC registered investment advisers.
Form ADV Part 2A Appendix 1
Appendix 1 to the brochure (“Wrap Fee Program Brochure”) provides information about the business practices, fees, and conflicts of interest of Envestnet’s SEC registered investment advisers that sponsor a wrap fee program.
Form CRS
Form CRS requires SEC-registered investment advisers and SEC-registered broker-dealers to deliver a brief customer or client relationship summary that provides information about the firm. The relationship summary is designed to assist retail investors with the process of deciding whether to (i) establish an investment advisory or brokerage relationship, (ii) engage a particular firm or financial professional, or (iii) terminate or switch a relationship or specific service.