Entrewealth

RIASEC Registered
Total AUM
$326M
Discretionary
$319M
98% of AUM
Avg account
$529K
Accounts
617
Employees
20
Advisory reps
20

Firm details

Headquarters
,
CRD number
317553
Registered since
April 26, 2024
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI89.41%
  • Individuals8.3%
  • Pension & Profit Sharing Plans2.28%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Entrewealth LLC is an independent, individually owned registered investment adviser that began SEC registration in 2024. The firm operates as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Its primary compensation model is a percentage-of-assets-under-management fee schedule, and its advisory services emphasize portfolio management for individuals and small businesses plus the selection and oversight of third‑party managers. Entrewealth also has affiliations that indicate active participation beyond fee-only advice: it is listed as an other investment adviser and insurance company affiliate, and it has roles as a sponsor/GP or managing member of pooled investment vehicles, suggesting the firm can originate or co-manage private investment structures in addition to running client portfolios.

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: Exchange Traded Equities 39%, Cash & Cash Equivalents 21%, Other 11%, Private Funds 10%, State & Local Bonds 7%, US Government Bonds 5%, Investment Grade Corp Bonds 4%, Sovereign Bonds 1%, Derivatives 1%, Public Funds/Mutual Funds 1%39%
  • Exchange Traded Equities39%
  • Cash & Cash Equivalents21%
  • Other11%
  • Private Funds10%
  • State & Local Bonds7%

Owners & executives

2 of 2
  • Jeffrey Socha

    Jeffrey Socha

    CEO & FounderCRD 5771483

  • Mark Wheelis

    Chief Financial OfficerCRD 8063079

Contacts

3 of 18
  • Rafael Kronenberg

    Rafael Kronenberg

    Financial ConsultantCRD 6953411

  • Wesley Leftwich

    Wesley Leftwich

    Senior PlannerCRD 7158999

  • John Gambone

    John Gambone

    Financial PlannerCRD 6369762

Unlock 15 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 137

Active vs passive

$282M in ETFs

Passive

39%

$111M

Active

58%

$171M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU)DimensionalActiveLarge Blend$28.8M549,82110.20%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth