$7.3M Total AUM
$7.3M Disc. AUM
-- 3Y CAGR
3 Employees
83 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · Lincoln Financial · Truist Bank
- Clients
- Retail
- Platforms
- North unisonMomentum +more
- Established Date
- 10-13-2025
- Office Locations
- 2
Office Locations
1810 Gateway Drive Suite 380 SAN Mateo CA
2411 North OAK Street STE 407 Myrtle Beach SC
About Envest Advisors, LLC
Envest Advisors, LLC is a newly established (2025) Myrtle Beach, SC RIA serving retail clients, including entrepreneurs. The firm provides asset allocation and portfolio/asset management, using mutual funds and ETFs alongside fixed income, real estate, and insurance solutions. Platform coverage includes Altruist and Charles Schwab for implementation.
Team overview
-- AVG AGE
$2.4M AVG AUM / ADVISOR
$87.5K AVG AUM / CLIENT
0.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Ember Atlas Eagle ridge
Client Personas
Ridge harbor Foundation Unison
Custodian
Zenith bridge Frontier Optima Radial
Investment Themes
Oak harbor Crest Ridge
Investment Vehicles
Summit summit
Services
Catalyst Ember quantum Wave Summit Radial north Meridian pathway Matrix Radial vital
Technology
Timber Crest capital Peak vector
Owner & Executives
W
William Murrell Cutler III
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7880698
- Ownership
- 75% or more
(645) 288-2794
timber.vertex@atlascapital.com
in linkedin.com/in/prime-vector
Showing 1 of 1 owners & executives
Unlock allContacts
R
Robert Austin Emery
--
- CRD
- #8007252
(485) 754-7854
oak.summit@vitalcapital.com
in linkedin.com/in/pathway-quantum
L
Lucus Ubaldo
--
- CRD
- #8223451
(774) 862-2195
quantum.harbor@vitalcapital.com
in linkedin.com/in/matrix-bridge
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,264,442 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,264,442 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,264,442
Public Funds:
23.1% Equity - Exchange:
50.0% Cash:
26.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $848,650,928 | 23.1% |
| Equity - Exchange | $1,836,906,772 | 50.0% |
| Cash | $988,255,843 | 26.9% |
| Total | $3,673,813,543 | 100.0% |