|
⚲
|
| Entrust Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 299040 |
| SEC # | 801-114189 |
| CIK # | |
| AUM | $367.5 MM (2024-03-07) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 858-257-4646 |
| Address | 12760 High Bluff Drive San Diego, CA 92130 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 15.0 |
| (b) Individuals (high net worth individuals) | 76 | 346.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 5.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 436 | 367.5 |
| By Discretionary | ||
| Discretionary | 436 | 367.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 436 | 367.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 367.5 | |
| Total | 436 | 367.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
WrapManager Inc
✚
|
CA | 0.4 |
|
Giverny Capital Asset Management LLC
✚
|
NY | 0.4 |
|
Helen Stephens Group LLC
✚
|
TX | 0.4 |
|
Postrock Partners LLC
✚
|
KS | 0.4 |
|
Planned Financial Services LLC
✚
|
OH | 0.4 |
|
Cross Staff Investments Inc
✚
|
NY | 0.4 |
|
PFW Advisors LLC
✚
|
GA | 0.4 |
|
Hedeker Wealth LLC
✚
|
IL | 0.4 |
|
Lombard Advisers Incorporated
✚
|
MD | 0.4 |
|
Collective Family Office LLC
✚
|
PA | 0.4 |