ENTELEVEST, LLC

RIASEC RegisteredEst. 2025
Total AUM
$147M
Discretionary
$142M
97% of AUM
Avg account
$525K
Accounts
280
Employees
3
Advisory reps
3

Firm details

Headquarters
CORAL GABLES, Florida
CRD number
318115
Registered since
March 18, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI78.04%
  • Individuals18.61%
  • Corporations / Businesses3.35%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Entelevest, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2025. The firm serves both individual and family clients as well as institutional investors, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include percentage-of-assets, hourly, and fixed-fee engagements, and it reports being an active ESG investor. Entelevest is not structured as a capital allocator and appears to manage client assets directly rather than operating primarily as a fund manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, Exchange Traded Equities 20%, Cash & Cash Equivalents 18%, US Government Bonds 7%, Private Funds 2%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Derivatives 1%50%
  • Public Funds/Mutual Funds50%
  • Exchange Traded Equities20%
  • Cash & Cash Equivalents18%
  • US Government Bonds7%
  • Private Funds2%

Owners & executives

1 of 1
  • JUAN HANUSZKIEWICZ

    Founder & CEOCRD 5678653

Contacts

2 of 2
  • Brandon Diaz

    ParaplannerCRD 7418281

  • Justin Rams

    Financial AdvisorCRD 6669305

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 81

Active vs passive

$87.8M in ETFs

Passive

66%

$58M

Active

34%

$29.8M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP GROWTH ETF (SCHG)SchwabPassiveLarge Growth$9.2M315,29810.46%

Location

Primary office

CORAL GABLES, FL

MIAMI DADE

Location

CORAL GABLES, FL

Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
121 Alhambra Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth