Entrefolio Wealth Management

Overview

Entrefolio Wealth Management is a Registered Investment Advisor located in Oakland, California. The firm specializes in providing advisory services primarily to individuals and small businesses. It manages both discretionary and non-discretionary assets, with a focus on portfolio management tailored to the needs of its clients. Despite a decrease in assets under management over the past year, Entrefolio Wealth Management continues to serve a diverse client base, including both domestic and foreign clients. The firm operates as a Limited Liability Company and employs a small team dedicated to advisory functions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices