Entrust Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wayne, PA. Its latest Form ADV filing, dated March 1, 2026, reports $351M in regulatory assets under management, 6 employees, and 855 accounts.
Assets Under Management
$351M
Employees
6
Offices
--
Total Clients
268
Primary office
WAYNE, PA
487 DEVON PARK DRIVE, SUITE 216, WAYNE, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.3% of total clients.
Top client categories% of clientsClients
1
Individuals
65.3%
175
2
HNWI
33.2%
89
3
Charitable
0.7%
2
4
Corporations
0.7%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$351Mas of March 1, 2026
Discretionary99.1%
$348M
99% of total RAUM99.1%
Non-discretionary0.9%
$3M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$351M
Total Accounts855
10Y AUM Change+$247M (+237.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee45:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.