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ENTREWEALTH

· CRD 317553 · IAPD ↗ · 512-240-2244

$326.3MRegulatory AUM
10Advisory reps
20Employees
0Clients
101-250Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
May 2026 — ENTREWEALTH notice-filed in IA, MI, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2026 — ENTREWEALTH notice-filed in KS, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2026 — ENTREWEALTH reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2026 — ENTREWEALTH reported RAUM up 47% ($222.6M -> $326.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2026 — ENTREWEALTH now reports custody of client assets ($318.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
48
February 2026 — ENTREWEALTH notice-filed in MA, NY, OK, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
June 2025 — ENTREWEALTH notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — ENTREWEALTH notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — ENTREWEALTH reported RAUM up 27% ($174.7M -> $222.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — ENTREWEALTH grew from 4 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
44
March 2025 — ENTREWEALTH notice-filed in AZ, MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
November 2024 — ENTREWEALTH notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
September 2024 — ENTREWEALTH notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2024 — ENTREWEALTH (AUSTIN, TX) is newly SEC-registered with $174.7M RAUM and 4 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.