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ENVEST ADVISORS, LLC
CRD 338053
2411 NORTH OAK STREET, STE 407, MYRTLE BEACH, SC, 29577, United States
Phone
843-848-3078
Fax
864-772-3061
Registration
— (—)
Source
State registered
Total AUM
$7.3M
Discretionary AUM
$7.3M
Team
3 total employees; 3 advisory reps; 30 broker-dealer reps
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $5.9M |
| High net worth individuals | 1 | $1.4M |
All web addresses on file
Official SEC filing: View on IAPD