Entrewealth

Overview

Entrewealth LLC is an independent, individually owned registered investment adviser that began SEC registration in 2024. The firm operates as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Its primary compensation model is a percentage-of-assets-under-management fee schedule, and its advisory services emphasize portfolio management for individuals and small businesses plus the selection and oversight of third‑party managers. Entrewealth also has affiliations that indicate active participation beyond fee-only advice: it is listed as an other investment adviser and insurance company affiliate, and it has roles as a sponsor/GP or managing member of pooled investment vehicles, suggesting the firm can originate or co-manage private investment structures in addition to running client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices