ENTREWEALTH

ENTREWEALTH, LLC

CRD 317553 · SEC 801-130035

AZ, United States

Phone

512-240-2244

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$326.3M

Discretionary AUM

$318.9M

Team

20 total employees; 10 advisory reps

Clients

101-250

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-16

Disciplinary history

Services

Portfolio management (individuals)Selection of other advisers

Type	Clients	AUM
Individuals	95	$27.1M
High net worth individuals	76	$291.8M
Pension/profit sharing plans	3	$7.4M

AZ, CA, CO, IA, KS, MA, MI, MN, NJ, NY, OK, PA, SC, UT, VA, MO, TX, CT, FL

Official SEC filing: View on IAPD