Overview
Assets Under Management: $171 million
Headquarters: BAKERSFIELD, CA
High-Net-Worth Clients: 73
Average Client Assets: $1.5 million
Frequently Asked Questions
ENTRUITY WEALTH, 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 #288331), ENTRUITY WEALTH, LLC is subject to fiduciary duty under federal law.
ENTRUITY WEALTH, LLC is headquartered in BAKERSFIELD, CA.
ENTRUITY WEALTH, LLC serves 73 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, ENTRUITY WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ENTRUITY WEALTH, LLC manages $171 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, ENTRUITY WEALTH, 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
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.88%
Average Client Assets: $1.5 million
Total Client Accounts: 773
Discretionary Accounts: 768
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 288331
Filing ID: 2077886
Last Filing Date: 2026-03-20 15:24:01