Entrewealth

Overview

Entrewealth is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2024. Ownership is held individually and the firm operates as a capital allocator that serves both individuals/families and institutional clients. Its advisory model centers on portfolio management for individuals and small businesses coupled with the selection and oversight of third‑party managers and advisers. Fees are charged as a percentage of assets under management. Entrewealth does not identify as an active ESG investor and its reported advisory activities do not include pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices