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President · Envestnet Retirement Solutions, LLC

Erik R. Preus

CRD 2404788 · Named on Form ADV at one SEC-registered adviser

At a glance

Envestnet Retirement Solutions, LLC, an SEC-registered asset manager based in Berwyn, PA with $16.3 billion in regulatory assets, lists Erik R. Preus on its Form ADV as President, a control person.

Firms and roles

AtlasMembers

Erik’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Erik on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Erik’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.