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ENVOY ADVISORY INC.

COLORADO SPRINGS, CO · CRD 306559 · IAPD ↗ · 888-879-1376

$615.0MRegulatory AUM
12Advisory reps
23Employees
0Clients
11-25Planning clients
0Private funds
46States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
December 2025 — ENVOY ADVISORY INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — ENVOY ADVISORY INC. crossed $500M in regulatory AUM ($451.1M -> $533.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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