Entrewealth
Entrewealth is an SEC-registered wealth manager in Austin, TX with $326.3M assets under management (AUM, regulatory AUM), +47% over one year. See who owns Entrewealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317553, SEC 801-130035, data through 2026-04-16.
- AUM (assets under management / regulatory AUM)
- $326.3M (2026-04-16)
- Firm type
- Wealth Manager
- Location
- Austin, TX
- Employees
- 20
- Clients
- 174
- CRD
- 317553
- Ownership
- SOCHA, JEFFREY, EDWARD; Wheelis, Mark
How much AUM does Entrewealth have?
Entrewealth reported $326.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-16).
Who owns Entrewealth?
Disclosed owners and executives of Entrewealth include SOCHA, JEFFREY, EDWARD, Wheelis, Mark. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.