|
⚲
|
| Entelechy LLC
✚
|
|
|---|---|
| CRD # | 285776 |
| SEC # | 801-130684 |
| CIK # | |
| AUM | $201.9 M (2025-03-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 202-770-2007 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 8.8 |
| (b) Individuals (high net worth individuals) | 51 | 193.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 341 | 201.9 |
| By Discretionary | ||
| Discretionary | 341 | 201.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 341 | 201.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 201.3 | |
| Total | 341 | 201.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Concorde Financial Resources I Inc
✚
|
NC | 0.2 |
|
Pento Portfolio Strategies LLC
✚
|
FL | 0.2 |
|
Summit Capital Inc
✚
|
OH | 0.2 |
|
Treasure Coast Financial Planning Inc
✚
|
FL | 0.2 |
|
Wealth Teams Alliance Inc
✚
|
CA | 0.2 |
|
Gragg & Gragg LLP
✚
|
NC | 0.2 |
|
Dumaine Investments LLC
✚
|
LA | 0.2 |
|
Nvest Wealth Strategies Inc
✚
|
OH | 0.2 |
|
Elderado Financial Inc
✚
|
CO | 0.2 |
|
Partnership Wealth Management LLC
✚
|
MD | 0.2 |