← Directory
ENTELEVEST, LLC
CRD 318115File 801-132186
APPROVED
Retail clients
Custody
Filing as of Mar 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$147.0M
Bottom 25% of cohort (national)
Discretionary AUM
$142.3M
Non-discretionary $4.8M
Clients
162
280 accounts
Employees
3
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 18, 2025
- Principal office
- 121 ALHAMBRA PLAZA, SUITE 1209, CORAL GABLES, FL, 33134
- Phone
- 305-390-4197
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $147.0M
- Discretionary AUM
- $142.3M
- Non-discretionary AUM
- $4.8M
- Discretionary accounts
- 273
- Non-discretionary accounts
- 7
- Total accounts
- 280
- AUM per client
- $908K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $4.9M |
| High net worth individuals | 77 | $114.7M |
| Individuals (other than high net worth individuals) | 79 | $27.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- 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.