ENTRUITY WEALTH, LLC

CRD 288331File 801-122252

APPROVED

Retail clients

Custody

Filing as of Mar 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$171.3M

Bottom 25% of cohort (national)

Discretionary AUM

$167.7M

Non-discretionary $3.6M

Clients

305

773 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Sep 7, 2021
Principal office: 11601 BOLTHOUSE DRIVE, SUITE 120, BAKERSFIELD, CA, 93311
Phone: 661-368-8994
Website: HTTPS://WWW.FACEBOOK.COM/ENTRUITY/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $171.3M
Discretionary AUM: $167.7M
Non-discretionary AUM: $3.6M
Discretionary accounts: 768
Non-discretionary accounts: 5
Total accounts: 773
AUM per client: $561K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.4M
Charitable organizations	Fewer than 5	$806K
High net worth individuals	73	$106.0M
Pension and profit sharing plans	Fewer than 5	$6.5M
Individuals (other than high net worth individuals)	229	$56.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.