ENTELEVEST, LLC
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 318115
- Registered since
- March 18, 2025
- Website
- www.entelevest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.04%
- Individuals18.61%
- Corporations / Businesses3.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Entelevest, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2025. The firm serves both individual and family clients as well as institutional investors, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include percentage-of-assets, hourly, and fixed-fee engagements, and it reports being an active ESG investor. Entelevest is not structured as a capital allocator and appears to manage client assets directly rather than operating primarily as a fund manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities20%
- Cash & Cash Equivalents18%
- US Government Bonds7%
- Private Funds2%
Owners & executives
1 of 1JUAN HANUSZKIEWICZ
Founder & CEOCRD 5678653
Contacts
2 of 2Brandon Diaz
ParaplannerCRD 7418281
Justin Rams
Financial AdvisorCRD 6669305
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$87.8M in ETFs
66%
$58M
34%
$29.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $9.2M | 315,298 | 10.46% |
Location
CORAL GABLES, FL
MIAMI DADE
Location
CORAL GABLES, FL
Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 121 Alhambra Plz
- Time zone
- ET (UTC-5)
- Office locations
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