CORAL GABLES, FLCRD 318115Latest ADV March 6, 2026
Entelevest, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated March 6, 2026, reports $147M in regulatory assets under management, 3 employees, and 280 accounts.
Assets Under Management
$147M
Employees
3
Offices
--
Total Clients
162
Primary office
CORAL GABLES, FL
121 ALHAMBRA PLAZA, SUITE 1209, CORAL GABLES, FL, United States
Top client segmentIndividuals represent 48.8% of total clients.
Top client categories% of clientsClients
1
Individuals
48.8%
79
2
HNWI
47.5%
77
3
Corporations
3.7%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$147Mas of March 6, 2026
Discretionary96.8%
$142M
97% of total RAUM96.8%
Non-discretionary3.2%
$5M
3% of total RAUM3.2%
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$147M
Total Accounts280
10Y AUM Change+$37M (+33.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee54:1
10Y Employee Change0 (0.0%)
* 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.