Overview
Assets Under Management: $198 million
Headquarters: BROOKFIELD, WI
High-Net-Worth Clients: 47
Average Client Assets: $2.7 million
Frequently Asked Questions
ENTASIS ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282711), ENTASIS ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
ENTASIS ASSET MANAGEMENT LLC is headquartered in BROOKFIELD, WI.
ENTASIS ASSET MANAGEMENT LLC serves 47 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, ENTASIS ASSET MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
ENTASIS ASSET MANAGEMENT LLC manages $198 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, ENTASIS ASSET MANAGEMENT LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.80%
Average Client Assets: $2.7 million
Total Client Accounts: 497
Discretionary Accounts: 445
Non-Discretionary Accounts: 52
Regulatory Filings
CRD Number: 282711
Filing ID: 2079617
Last Filing Date: 2026-03-26 17:14:21