Adviser Profile
| As of Date | 04/28/2024 |
| Registration status | Registration Changed to ENTREWEALTH, LLC |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | 512 xxxxxxx |
| Websites |
| AUM* | 174,652,538 46% |
| of that, discretionary | 170,618,396 42% |
| Number of Employees | 7 75% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 354,985 -26% |
| % High Net Worth | 85.80% -14% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds