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GENTRUST
GENTRUST, LLC
CRD 158369 · SEC 801-72707
1450 BRICKELL AVENUE, SUITE 3050, MIAMI, FL, 33131, United States
Phone
305-677-6688
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.20B
Discretionary AUM
$3.88B
Team
40 total employees; 18 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPROVIDE MODEL PORTFOLIOS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $15.6M |
| High net worth individuals | 237 | $5.00B |
| Sovereign wealth funds | 1 | $109.1M |
| Corporations/business entities | 12 | $80.1M |
States served
VT, AZ, CA, CO, DC, IL, MD, MA, NJ, NY, PR, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD