Entruity Wealth, LLC
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
FINTRXOverview
Entruity Wealth, LLC is an independent registered investment adviser formed as an LLC and operating since 2021. The firm serves both individual/family and institutional clients and provides financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting services. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements, indicating flexibility for both advisory and project-based engagements. The firm is not registered as a multi-state adviser and does not market itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities22%
- Cash & Cash Equivalents6%
Owners & executives
3 of 3
Bradley Barnes
Founder & CEOCRD 726498
Andrew Barnes
President and CIOCRD 6056718
Laurie Barnes
Managing Director and Chief Operating OfficerCRD 6198981
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$190M in ETFs
18%
$33.4M
74%
$156M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $21.3M | 431,925 | 11.23% |
Location
Bakersfield, CA
Kern
Location
Bakersfield, CA
Headquartered in Bakersfield, CA, anchoring the Bakersfield-Delano, CA metro in the West.
- Metro area
- Bakersfield-Delano, CA
- Region
- West
- County
- Kern
- Address
- 11601 Bolthouse Dr
- Time zone
- PT (UTC-8)
- Office locations
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