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ENTRUITY WEALTH, LLC
CRD 288331 · SEC 801-122252
11601 BOLTHOUSE DRIVE, SUITE 120, BAKERSFIELD, CA, 93311, United States
Phone
661-368-8994
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$171.3M
Discretionary AUM
$167.7M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 229 | $56.6M |
| High net worth individuals | 73 | $106.0M |
| Corporations/business entities | 3 | $1.4M |
States served
CA, ID, NE, TX
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/ENTRUITY/
- HTTP://WWW.ENTRUITY.COM
- https://www.linkedin.com/in/bradley-c-barnes/
- https://www.linkedin.com/company/entruitywealth/
- https://www.linkedin.com/in/andrew-c-barnes/
- https://www.linkedin.com/in/lauriebbarnes/
- https://www.linkedin.com/in/lauriebstover/
- https://www.youtube.com/@entruitywealth5075
Official SEC filing: View on IAPD