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ENTELECHY

ENTELECHY LLC

CRD 285776 · SEC 801-130684

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DC, United States

Phone

202-770-2007

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$253.3M

Discretionary AUM

$253.3M

Team

1 total employees; 1 advisory reps; 7 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals20$8.2M
High net worth individuals60$245.2M

States served

DC, MD, VA

All web addresses on file

Official SEC filing: View on IAPD