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
Website
www.entelevest.com
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 an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Entelevest reports being an active ESG investor and does not operate as a capital allocator—its model relies on deploying client capital into externally managed vehicles rather than running proprietary funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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

    Juan Hanuszkiewicz

    Founder & CEOCRD 5678653

Contacts

2 of 2
  • Brandon Diaz

    Brandon Diaz

    ParaplannerCRD 7418281

  • Justin Rams

    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 88

Active vs passive

$101M in ETFs

Passive

67%

$67.7M

Active

33%

$32.8M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP GROWTH ETF (SCHG)SchwabPassiveLarge Growth$11M324,69410.93%
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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