ENTRUITY WEALTH, LLC

RIASEC RegisteredEst. 2021

Total AUM

$171M

Discretionary

$168M

98% of AUM

Avg account

$222K

Accounts

773

Employees

Advisory reps

Firm details

Headquarters: BAKERSFIELD, California
CRD number: 288331
Registered since: September 7, 2021
Website: entruity.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI61.88%
Individuals33.03%
Pension & Profit Sharing Plans3.78%
Corporations / Businesses0.85%
Charitable Organizations0.47%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Entruity Wealth, LLC is an independent registered investment adviser that entered SEC registration in 2021. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management across retail and business clients. Its advisory services explicitly include planning, discretionary portfolio management for individuals and small businesses, portfolio management for corporate or institutional clients, and pension consulting-style engagements. Fee arrangements include asset-based fees, hourly billing, and fixed-fee arrangements. The firm does not present itself as a capital allocator and does not emphasize ESG investing. Ownership is a mix of a domestic entity and individual ownership, and the adviser is not registered as a multi-state adviser.