Entrewealth is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 16, 2026, reports $326M in regulatory assets under management, 20 employees, and 617 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.6% of total clients.
Top client categories% of clientsClients
1
Individuals
54.6%
95
2
HNWI
43.7%
76
3
Pension Plans
1.7%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$326Mas of April 16, 2026
Discretionary97.7%
$319M
98% of total RAUM97.7%
Non-discretionary2.3%
$7M
2% of total RAUM2.3%
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$326M
Total Accounts617
10Y AUM Change+$152M (+86.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee9:1
10Y Employee Change+13 (+185.7%)
* 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.