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ENTRUST FINANCIAL LLC

WAYNE, PA · CRD 174694 · IAPD ↗ · balancingactbook.com · 610-687-3515

$350.9MRegulatory AUM
5Advisory reps
6Employees
18Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2024 — ENTRUST FINANCIAL LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
March 2024 — ENTRUST FINANCIAL LLC changed its website from entrustfinancial.com to balancingactbook.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
76
March 2024 — ENTRUST FINANCIAL LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.