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 operates as an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves primarily individuals and families, providing financial planning and portfolio management across both personal and small-business or institutional client segments. Its fee approach blends a percentage-of-AUM model with fixed-fee engagements. Entrusted Wealth does not market itself as an ESG-focused manager, is not a capital allocator, and is not set up as a multi-state or related adviser.
Assets & Accounts
Investments & Alternatives
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 1
Tary 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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