The ENTREWEALTH is a privately held investment adviser that advises $338.54mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. ENTREWEALTH is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 1,681.79% over the last 4-years.
The Group has been registered with the SEC for 2.26 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 701 S CAPITAL OF TEXAS HWY STE D420-343, AUSTIN, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 20 employees comprised of 10 investment and 10 non-investment staff. The total number of Employees increased by 1,900% over the last 4-years.
Their $338.54mn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 3 other accounts. Assets of High Net Worth Individuals clients own $291.77mn or 86.19% of Total Assets and Individuals own $27.1mn or 8% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
ENTREWEALTH names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.