BAKERSFIELD, CACRD 288331Latest ADV March 20, 2026
Entruity Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bakersfield, CA. Its latest Form ADV filing, dated March 20, 2026, reports $171M in regulatory assets under management, 4 employees, and 773 accounts.
Assets Under Management
$171M
Employees
4
Offices
--
Total Clients
305
Primary office
BAKERSFIELD, CA
11601 BOLTHOUSE DRIVE, SUITE 120, BAKERSFIELD, CA, United States
Top client segmentIndividuals represent 75.1% of total clients.
Top client categories% of clientsClients
1
Individuals
75.1%
229
2
HNWI
23.9%
73
3
Corporations
1.0%
3
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$171Mas of March 20, 2026
Discretionary97.9%
$168M
98% of total RAUM97.9%
Non-discretionary2.1%
$4M
2% of total RAUM2.1%
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$171M
Total Accounts773
10Y AUM Change+$171M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee76:1
10Y Employee Change+1 (+33.3%)
* 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.