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ENTELEVEST, LLC

CORAL GABLES, FL · CRD 318115 · IAPD ↗ · 305-390-4197

$147.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — ENTELEVEST, LLC reported RAUM up 33% ($110.3M -> $147.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2025 — ENTELEVEST, LLC (CORAL GABLES, FL) is newly SEC-registered with $110.3M RAUM and 2 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.