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ENTRUSTED WEALTH
ENTRUSTED WEALTH LLC
CRD 294185
1001 S. MAIN ST. STE 600, KALISPELL, MT, 59901, United States
Phone
406-909-4119
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$7.5M
Discretionary AUM
$7.5M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $7.5M |
All web addresses on file
Official SEC filing: View on IAPD