| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Edward Socha Control | President And Chief Compliance Officer | Over 75% | 2021 |
| Mark Wheelis | Chief Financial Officer | Under 5% | 2024 |
Entrewealth, LLC reports $222.6 million in regulatory assets under management on its Form ADV.
Entrewealth, LLC reports 15 employees.
Entrewealth, LLC is based in Austin, TX and has been SEC-registered since 2024.
Entrewealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1101 Quaker Ridge Dr, Austin, TX 78746 |
| Phone | 512-240-2244 |
| Office hours | 5-Aug |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $222.5M |
| Non-discretionary | $128K |
| Total (RAUM) | $222.6M |