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Chief Operations Officer · Envestnet PMC

Kathryn M. Evans

CRD 2788543 · Named on Form ADV at 5 SEC-registered advisers

At a glance

Envestnet PMC, an SEC-registered wealth manager based in Berwyn, PA with $614.9 billion in regulatory assets, lists Kathryn M. Evans on its Form ADV as Chief Operations Officer, a control person. The SEC filings also name Kathryn at 4 other registered advisers.

Firms and roles

AtlasMembers

Kathryn’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 each firm
5 firmsLocked
Control-person status
5 firmsLocked
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 (11)

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

See all 11 free

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