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ENTREWEALTH
Legal name: ENTREWEALTH, LLC
CRD 317553File 801-130035
APPROVED
Retail clients
Custody
Filing as of Apr 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$326.3M
Below cohort median (national)
Discretionary AUM
$318.9M
Non-discretionary $7.4M
Clients
174
617 accounts
Employees
20
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 26, 2024
- Principal office
- Not reported
- Phone
- 512-240-2244
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $326.3M
- Discretionary AUM
- $318.9M
- Non-discretionary AUM
- $7.4M
- Discretionary accounts
- 614
- Non-discretionary accounts
- 3
- Total accounts
- 617
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 76 | $291.8M |
| Pension and profit sharing plans | 3 | $7.4M |
| Individuals (other than high net worth individuals) | 95 | $27.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.