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Entruity Wealth, LLC

● SEC registered since 2021CRD 288331SEC# 801-122252Bakersfield, CA
Export (members)
Reg. AUM
$128.6M
Employees
4
Accounts
707
Location
Bakersfield, CA

Entruity Wealth, LLC assets under management

Entruity Wealth, LLC is a registered investment adviser overseen by the SEC based in Bakersfield, CA. The firm has been registered since 2021. It reports $128.6 million in regulatory assets under management and employs 4 people.

Entruity Wealth, LLC owners & executives

6 reported
NameTitleOwnershipSince
Acb Irrevocable Trust ControlManaging MemberOver 75%2017
Andrew Calvin Barnes ControlChief Investment Officer & PresidentUnder 5%2017
Bradley Calvin Barnes ControlChief Compliance Officer & Chief Executive OfficerUnder 5%2017
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Frequently asked questions

How much does Entruity Wealth, LLC manage?

Entruity Wealth, LLC reports $128.6 million in regulatory assets under management on its Form ADV.

How many employees does Entruity Wealth, LLC have?

Entruity Wealth, LLC reports 4 employees.

Where is Entruity Wealth, LLC located?

Entruity Wealth, LLC is based in Bakersfield, CA and has been SEC-registered since 2021.

Does Entruity Wealth, LLC disclose fund performance?

Entruity Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11601 Bolthouse Drive, Suite 120, Bakersfield, CA 93311
Phone661-368-8994
Office hours8a.m. - 3p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$125.4M
Non-discretionary$3.2M
Total (RAUM)$128.6M