Entruity Wealth, LLC
Entruity Wealth, LLC is an SEC-registered mass-market adviser in Bakersfield, CA with $171.3M assets under management (AUM, regulatory AUM), +33% over one year. See who owns Entruity Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288331, SEC 801-122252, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $171.3M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Location
- Bakersfield, CA
- Employees
- 4
- Clients
- 305
- CRD
- 288331
- Ownership
- ACB IRREVOCABLE TRUST; BARNES, BRADLEY, CALVIN; BARNES, ANDREW, CALVIN; BARNES, LAURIE; STOVER, LAURIE, BETH
How much AUM does Entruity Wealth, LLC have?
Entruity Wealth, LLC reported $171.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Entruity Wealth, LLC?
Disclosed owners and executives of Entruity Wealth, LLC include ACB IRREVOCABLE TRUST, BARNES, BRADLEY, CALVIN, BARNES, ANDREW, CALVIN, BARNES, LAURIE, STOVER, LAURIE, BETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.