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ENVEL

BOSTON, MA · CRD 317487 · IAPD ↗ · envel.ai · (202) 374-8391

$35,868Regulatory AUM
0Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
October 2024 — ENVEL (BOSTON, MA) left the SEC roster (was $35,868 RAUM, 0 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.