| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Russell Todd Control | Chief Executive Officer | Under 5% | 2025 |
| Dana Marie D'Auria Control | Co-Chief Investment Officer | Under 5% | 2022 |
| Debra Jane Devoe | Chief Compliance Officer | Under 5% | 2019 |
Envestnet Retirement Solutions, LLC reports $14.5 billion in regulatory assets under management on its Form ADV.
Envestnet Retirement Solutions, LLC reports 28 employees.
Envestnet Retirement Solutions, LLC is based in Chicago, IL and has been SEC-registered since 2014.
Envestnet Retirement Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 222 N. Lasalle St., Suite 625, Chicago, IL 60601 |
| Phone | 1-866-318-4015 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $14.51B |
| Non-discretionary | $0 |
| Total (RAUM) | $14.51B |