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ENVOI LLC

MINNEAPOLIS, MN · CRD 149436 · IAPD ↗ · envoillc.com · 952-358-6260

$2.85BRegulatory AUM
8Advisory reps
10Employees
0Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
August 2024 — ENVOI LLC (MINNEAPOLIS, MN) left the SEC roster (was $2.85B RAUM, 8 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.