Entrewealth

Overview

Entrewealth is an independent, SEC-registered registered investment adviser organized as a limited liability company and established on the SEC register in 2024. The firm operates as a capital allocator and serves both individual/family and institutional clients. Its advisory model centers on discretionary portfolio management for individuals and small businesses and on selecting outside managers; fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor. Entrewealth’s regulatory snapshot lists the owner type as an individual and indicates affiliations that include acting as an investment adviser to other vehicles and serving as sponsor, general partner or managing member of pooled investment vehicles. It also notes relationships with insurance companies and other investment adviser entities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices