Entrewealth, LLC
● SEC registered since 2024CRD 317553SEC# 801-130035
Reg. AUM
$326.3M
Employees
20
Accounts
617
Location
—
Entrewealth, LLC assets under management
Entrewealth, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2024. It reports $326.3 million in regulatory assets under management and employs 20 people.
Entrewealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Edward Socha Control | President And Chief Compliance Officer | Over 75% | 2021 |
| Mark Wheelis | Chief Financial Officer | Under 5% | 2024 |
Frequently asked questions
How much does Entrewealth, LLC manage?
Entrewealth, LLC reports $326.3 million in regulatory assets under management on its Form ADV.
How many employees does Entrewealth, LLC have?
Entrewealth, LLC reports 20 employees.
Does Entrewealth, LLC disclose fund performance?
Entrewealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 512-240-2244 |
| Office hours | 8-5 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$326.3M▲ 87%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$326.3Mregulatory AUM
Discretionary $318.9MNon-discretionary $7.4M