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ENTELECHY

· CRD 285776 · IAPD ↗ · 202-770-2007

$253.3MRegulatory AUM
1Advisory reps
1Employees
7Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — ENTELECHY reported RAUM up 25% ($201.9M -> $253.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
August 2024 — ENTELECHY (location n/a) is newly SEC-registered with $179.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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