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ENTRYPOINT WEALTH MANAGEMENT

ENTRYPOINT WEALTH MANAGEMENT, LLC

CRD 310922

Visit website

4030 SMITH ROAD, STE 200, CINCINNATI, OH, 45209, United States

Phone

859-203-1414

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$21.5M

Discretionary AUM

$21.5M

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals15$4.9M
High net worth individuals7$12.4M

All web addresses on file

Official SEC filing: View on IAPD