Entrust Financial LLC
Entrust Financial LLC is an SEC-registered wealth manager in Wayne, PA with $350.9M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Entrust Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174694, SEC 801-110230, data through 2026-03-01.
- AUM (assets under management / regulatory AUM)
- $350.9M (2026-03-01)
- Firm type
- Wealth Manager
- Location
- Wayne, PA
- Employees
- 6
- Clients
- 268
- CRD
- 174694
- Ownership
- FRANKEL, MCKENZIE, JANE; EWART, JOSLYN, GAIL; BRAVO, JENNIFER, MARY; Llewelyn, Jay, Gordon; MARTINEZ, JOSEPH
How much AUM does Entrust Financial LLC have?
Entrust Financial LLC reported $350.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-01).
Who owns Entrust Financial LLC?
Disclosed owners and executives of Entrust Financial LLC include FRANKEL, MCKENZIE, JANE, EWART, JOSLYN, GAIL, BRAVO, JENNIFER, MARY, Llewelyn, Jay, Gordon, MARTINEZ, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.