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ENTRUITY WEALTH, LLC

BAKERSFIELD, CA · CRD 288331 · IAPD ↗ · 661-368-8994

$171.3MRegulatory AUM
2Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — ENTRUITY WEALTH, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — ENTRUITY WEALTH, LLC reported RAUM up 33% ($128.6M -> $171.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
March 2024 — ENTRUITY WEALTH, LLC reports 1-10 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.