Overview
Assets Under Management: $147 million
Headquarters: CORAL GABLES, FL
High-Net-Worth Clients: 77
Average Client Assets: $1.5 million
Frequently Asked Questions
ENTELEVEST, 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 #318115), ENTELEVEST, LLC is subject to fiduciary duty under federal law.
ENTELEVEST, LLC is headquartered in CORAL GABLES, FL.
ENTELEVEST, LLC serves 77 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, ENTELEVEST, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ENTELEVEST, LLC manages $147 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, ENTELEVEST, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.04%
Average Client Assets: $1.5 million
Total Client Accounts: 280
Discretionary Accounts: 273
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 318115
Filing ID: 2063949
Last Filing Date: 2026-03-06 09:29:23