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ENTASIS ASSET MANAGEMENT LLC

BROOKFIELD, WI · CRD 282711 · IAPD ↗ · entasisassetmanagement.com · 262-754-5299

$197.9MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — ENTASIS ASSET MANAGEMENT LLC reported RAUM up 26% ($136.1M -> $171.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — ENTASIS ASSET MANAGEMENT LLC now reports custody of client assets ($43.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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