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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

ENVOI LLC

CRD 149436

MINNEAPOLIS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:13258eb2-d2a7-d93b-13c1-54e0e7828f02

Data as of Mar 26, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 8
On other graphs: 0
Observed: Mar 29, 2012 to Mar 26, 2024
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $2.8BItem 5.F on the latest filing (2024-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.8B
Private client RAUM: $2.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,445
High net worth clients: 35
Custody, client assets: $2.2B
SEC number: 801-69927
CRD: 149436
Filings on the tape: 22
First filed: Mar 29, 2012
Latest filed: Mar 26, 2024
Organised: Limited Liability Company, Minnesota

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRUNELL, BRADLEY, JAY	CHIEF COMPLIANCE OFFICER, SECRETARY	Na	yes	09/2012	Apr 1, 2013	Mar 26, 2024
SALLSTROM, BRENDA, BOULEY	CHIEF INVESTMENT OFFICER,GOVERNOR,COMMON MEMBER,PRINCIPAL	C	yes	12/2008	Mar 29, 2012	Mar 26, 2024
SAND, JAMES, ALLEN	PRESIDENT, GOVERNOR,COMMON MEMBER,PRINCIPAL	C	yes	12/2008	Mar 29, 2012	Mar 26, 2024
STEENSLAND, RYAN, DAVID	TREASURER,GOVERNOR,COMMON MEMBER,PRINCIPAL	C	yes	12/2008	Mar 29, 2012	Mar 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 26, 2024	$2.8B	$2.8B	10	8	0	n/a	n/a
2022	Mar 22, 2023	$2.6B	$2.6B	12	9	0	n/a	n/a
2021	Mar 31, 2022	$3.1B	$3.1B	13	10	0	n/a	n/a
2020	Feb 5, 2021	$2.3B	$2.3B	13	10	0	n/a	n/a
2019	Mar 30, 2020	$2.1B	$2.1B	14	10	1	n/a	n/a
2018	Mar 27, 2019	$1.7B	$1.7B	13	10	1	n/a	n/a
2017	Mar 29, 2018	$1.6B	$1.6B	14	11	1	n/a	n/a
2016	Mar 31, 2017	$1.3B	$1.3B	10	7	n/a	n/a	n/a
2015	Mar 29, 2016	$1.3B	$1.3B	10	7	n/a	n/a	n/a
2014	Mar 26, 2015	$1.2B	$1.2B	9	7	n/a	n/a	n/a
2013	Mar 31, 2014	$1.0B	$1.0B	7	5	n/a	n/a	n/a
2012	Apr 1, 2013	$855M	$855M	7	5	n/a	n/a	n/a
2011	Mar 29, 2012	$855M	$855M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$2.8B	$2.6B	10.0%	$2.3B	8.0%	10	12	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
TIEDEMANN ADVISORS, LLC	5	Jul 2, 2024	Jul 16, 2024	MINNEAPOLIS, MN	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (4)

← SALLSTROM, BRENDA, BOULEYOwnerCHIEF INVESTMENT OFFICER,GOVERNOR,COMMON MEMBER,PRINCIPAL, ownership code C, individual
Mar 29, 2012 to presentfactForm ADV
← STEENSLAND, RYAN, DAVIDOwnerTREASURER,GOVERNOR,COMMON MEMBER,PRINCIPAL, ownership code C, individual
Mar 29, 2012 to presentfactForm ADV
← SAND, JAMES, ALLENOwnerPRESIDENT, GOVERNOR,COMMON MEMBER,PRINCIPAL, ownership code C, individual
Mar 29, 2012 to presentfactForm ADV
← BRUNELL, BRADLEY, JAYOwnerCHIEF COMPLIANCE OFFICER, SECRETARY, ownership code NA, individual
Apr 1, 2013 to presentfactForm ADV

Moved with (1)

→ TIEDEMANN ADVISORS, LLCRegistered adviser5 advisors, firm absorbed, same day
Jul 2, 2024 to Jul 16, 2024factForm ADV

Registered with (6)

← RYAN DAVID STEENSLANDAdvisorregistration: previous registration
Jan 28, 2014 to Jul 2, 2024factForm ADV
← JAMES ALLEN SANDAdvisorregistration: previous registration
Jan 27, 2014 to Jul 2, 2024factForm ADV
← ANTHONY SCOTT QUILLAdvisorregistration: previous registration
Oct 16, 2019 to Jul 2, 2024factForm ADV
← ERICH HARTWIGAdvisorregistration: previous registration
May 14, 2024 to Jul 2, 2024factForm ADV
← Jordan Thomas PaineAdvisorregistration: previous registration
Mar 3, 2022 to Jul 2, 2024factForm ADV
← ELIZABETH R GUSTAFSONAdvisorregistration: previous registration
Jun 11, 2014 to Jan 17, 2023factForm ADV

Dated events

Occurred
Jul 2, 2024
Firm absorbed
Envoi LLC's advisors moved to Tiedemann Advisors, LLC (Minneapolis, MN): 5 of 5 registered, on the same day
Form ADVobserved 4 days ago
5 advisors
Occurred
Jul 2, 2024
Advisor changed firm
Ryan David Steensland left Envoi Llc for Tiedemann Advisors, Llc (registered 2024-07-16)
Form ADVobserved 4 days ago
Occurred
Jul 2, 2024
Advisor changed firm
James Allen Sand left Envoi Llc for Tiedemann Advisors, Llc (registered 2024-07-11)
Form ADVobserved 4 days ago
Occurred
Jul 2, 2024
Advisor changed firm
Erich Hartwig left Envoi Llc for Tiedemann Advisors, Llc (registered 2024-07-15)
Form ADVobserved 4 days ago
Occurred
Jul 2, 2024
Advisor changed firm
Jordan Thomas Paine left Envoi Llc for Tiedemann Advisors, Llc (registered 2024-07-10)
Form ADVobserved 4 days ago
Occurred
Jul 2, 2024
Advisor changed firm
Anthony Scott Quill left Envoi Llc for Tiedemann Advisors, Llc (registered 2024-07-11)
Form ADVobserved 4 days ago
Occurred
Jan 17, 2023
Advisor changed firm
Elizabeth R Gustafson left Envoi Llc for Rbc Capital Markets, Llc (registered 2024-01-04)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Envoi Llc reported RAUM $3.1B, up 38% from $2.3B (2021-02-05 to 2022-03-31)
Form ADVobserved 4 days ago
$862M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:13258eb2-d2a7-d93b-13c1-54e0e7828f02
First observed: Mar 29, 2012
Last observed: Mar 26, 2024 30 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ENVOI LLC

CRD 149436

MINNEAPOLIS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:13258eb2-d2a7-d93b-13c1-54e0e7828f02

Data as of Mar 26, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:50 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRUNELL, BRADLEY, JAY

CHIEF COMPLIANCE OFFICER, SECRETARY

yes

09/2012

Apr 1, 2013

Mar 26, 2024

SALLSTROM, BRENDA, BOULEY

CHIEF INVESTMENT OFFICER,GOVERNOR,COMMON MEMBER,PRINCIPAL

yes

12/2008

Mar 29, 2012

Mar 26, 2024

SAND, JAMES, ALLEN

PRESIDENT, GOVERNOR,COMMON MEMBER,PRINCIPAL

yes

12/2008

Mar 29, 2012

Mar 26, 2024

STEENSLAND, RYAN, DAVID

TREASURER,GOVERNOR,COMMON MEMBER,PRINCIPAL

yes

12/2008

Mar 29, 2012

Mar 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 26, 2024

$2.8B

n/a

2022

Mar 22, 2023

$2.6B

n/a

2021

Mar 31, 2022

$3.1B

n/a

2020

Feb 5, 2021

$2.3B

n/a

2019

Mar 30, 2020

$2.1B

n/a

2018

Mar 27, 2019

$1.7B

n/a

2017

Mar 29, 2018

$1.6B

n/a

2016

Mar 31, 2017

$1.3B

n/a

2015

Mar 29, 2016

$1.3B

n/a

2014

Mar 26, 2015

$1.2B

n/a

2013

Mar 31, 2014

$1.0B

n/a

2012

Apr 1, 2013

$855M

n/a

2011

Mar 29, 2012

$855M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$2.8B

$2.6B

10.0%

$2.3B

8.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TIEDEMANN ADVISORS, LLC

Jul 2, 2024

Jul 16, 2024

MINNEAPOLIS, MN

Firm absorbed

RIA to RIA

100.0%