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ENTELEVEST, LLC

CRD 318115 · SEC 801-132186

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121 ALHAMBRA PLAZA, SUITE 1209, CORAL GABLES, FL, 33134, United States

Phone

305-390-4197

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$147.0M

Discretionary AUM

$142.3M

Team

3 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingINSURANCE CONSULTING

Client types

TypeClientsAUM
Individuals79$27.4M
High net worth individuals77$114.7M
Corporations/business entities6$4.9M

States served

FL

All web addresses on file

Official SEC filing: View on IAPD