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ENTRUST WEALTH ADVISORS, LLC

SAN DIEGO, CA · CRD 299040 · IAPD ↗ · entrustwealthadvisors.com · (858) 257-4646

$367.5MRegulatory AUM
4Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2025 — ENTRUST WEALTH ADVISORS, LLC (SAN DIEGO, CA) left the SEC roster (was $367.5M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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