ENTRUSTED WEALTH
Firm details
- Headquarters
- KALISPELL, Montana
- CRD number
- 294185
- Website
- www.entrustedwealth.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Entrusted Wealth is an independent, LLC-structured registered investment adviser serving individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Its fee arrangements include both percentage-of-assets and fixed-fee engagements. The adviser does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.
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 Funds93%
- Exchange Traded Equities4%
- Cash & Cash Equivalents3%
Contacts
1 of 1TARY MIDDLESWORTH
OwnerCRD 4766017
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
KALISPELL, MT
FLATHEAD
Location
KALISPELL, MT
Headquartered in KALISPELL, MT, in the West of the United States.
- Region
- West
- County
- FLATHEAD
- Address
- 1001 S Main St
- Time zone
- MT (UTC-7)
- Office locations
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