Entrust Financial LLC
● SEC registered since 2017CRD 174694SEC# 801-110230Wayne, PA
Reg. AUM
$350.9M
Employees
6
Accounts
855
Location
Wayne, PA
Entrust Financial LLC assets under management
Entrust Financial LLC operates as an SEC-registered investment adviser based in Wayne, PA. The firm has been registered since 2017. It reports $350.9 million in regulatory assets under management and employs 6 people.
Entrust Financial LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jay Gordon Llewelyn | Research Analyst & Portfolio Associate, Shareholder | 5-10% | 2024 |
| Jennifer Mary Bravo Control | Principal & Chief Compliance Officer | 25-50% | 2024 |
| Joseph Martinez | Associate Investment Advisor, Shareholder | 5-10% | 2024 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Entrust Financial LLC manage?
Entrust Financial LLC reports $350.9 million in regulatory assets under management on its Form ADV.
How many employees does Entrust Financial LLC have?
Entrust Financial LLC reports 6 employees.
Where is Entrust Financial LLC located?
Entrust Financial LLC is based in Wayne, PA and has been SEC-registered since 2017.
Does Entrust Financial LLC disclose fund performance?
Entrust Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 487 Devon Park Drive, Suite 216, Wayne, PA 19087 |
| Phone | 610-687-3515 |
| Fax | 610-687-3595 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$350.9M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$350.9Mregulatory AUM
Discretionary $347.9MNon-discretionary $3M