ENTRUST WEALTH ADVISORS, LLC
Adviser information for ENTRUST WEALTH ADVISORS, LLC last updated from Form ADV on March 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 436 | $367.5M |
| Non-Discretionary | 0 | $0 |
| Total | 436 | $367.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 44 | $15.0M |
| HNW Individuals | 76 | $346.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $5.7M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $62,991 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMREAL PROPERTY MANAGEMENT FEES |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 367.5M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| ENTRUST WEALTH ADVSIORS, LLC WRAP FEE PROGRAM | ENTRUST WEALTH ADVISORS, LLC |
Identifiers
| SEC RIA File Number | 801-114189 |
|---|---|
| SEC ERA File Number | 801-114189 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 299040 |
| Legal Entity Identifier | None |
Principal Office
12760 HIGH BLUFF DRIVESUITE 110
SAN DIEGO
CA
United States
Monday - Friday, 6:00AM - 4:00PM
Tel: (858) 257-4646, Fax: None
Chief Compliance Officer
DANIEL CONNERS
MANAGING PARTNER
12760 HIGH BLUFF DRIVE
SUITE 110
SAN DIEGO
CA
United States
Tel:
(858) 257-4646
D*******@************************M
(Full email address available in API data)
Regulatory Contact
LISA ROTH
COMPLIANCE CONSULTANT
630 FIRST AVENUE
SAN DIEGO
CA
United States
Tel:
619-846-9499
L****@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CONNERS CAPITAL MANAGEMENT, INC. | Domestic Entity | – | MEMBER | 11/2018 | 25-50% |
| CREST CANYON PARTNERS, LLC | Domestic Entity | – | MEMBER | 11/2018 | 50-75% |
| CONNERS, DANIEL, ANDREW | Individual | CONNERS CAPITAL MANAGEMENT, INC. | PRESIDENT | 09/1997 | > 75% |
| CONNERS, DANIEL, ANDREW | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 11/2018 | < 5% |
| CRAWFORD, MICHAEL, PATRICK | Individual | – | MANAGING MEMBER | 11/2018 | < 5% |
| THE CRAWFORD FAMILY TRUST | Domestic Entity | CREST CANYON PARTNERS, LLC | MEMBER | 06/2018 | > 75% |
| CRAWFORD, MICHAEL, PATRICK | Individual | THE CRAWFORD FAMILY TRUST | TRUSTEE | 09/2000 | |
| CRAWFORD, RANDI, MICHELLE | Individual | THE CRAWFORD FAMILY TRUST | TRUSTEE | 09/2000 |