ENTRUITY WEALTH, LLC
Adviser information for ENTRUITY WEALTH, LLC last updated from Form ADV on February 6th, 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 | California, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 2 |
| 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 | 636 | $116.4M |
| Non-Discretionary | 5 | $2.9M |
| Total | 641 | $119.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 198 | $37.7M |
| HNW Individuals | 66 | $74.8M |
| 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 | <5 | $218,753 |
| 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 | $885,299 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-122252 |
|---|---|
| SEC ERA File Number | 801-122252 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 288331 |
| Legal Entity Identifier | None |
Principal Office
11601 BOLTHOUSE DRIVE, SUITE 120BAKERSFIELD
CA
United States
Monday - Friday, 6:30AM - 3PM
Tel: 661-368-8994, Fax: None
Websites
www.linkedin.com/in/bradley-c-barnes/
www.linkedin.com/in/andrew-c-barnes/
twitter.com/entruitywealth
www.linkedin.com/in/lauriebbarnes/
www.linkedin.com/in/julie-barnes-a9172219/
www.youtube.com/@entruitywealth5075
www.linkedin.com/company/entruitywealth/
www.facebook.com/entruity/
www.entruity.com
Chief Compliance Officer
BRADLEY BARNES
CEO
11601 BOLTHOUSE DRIVE, SUITE 120
BAKERSFIELD
CA
United States
Tel:
661-368-8994
B*************@***********M
(Full email address available in API data)
Regulatory Contact
LAURIE B. BARNES
MANAGING DIRECTOR & COO
11601 BOLTHOUSE DRIVE, SUITE 120
BAKERSFIELD
CA
United States
Tel:
661-368-8994
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 |
|---|---|---|---|---|---|
| BARNES, ANDREW, CALVIN | Individual | – | CHIEF INVESTMENT OFFICER & PRESIDENT | 07/2017 | < 5% |
| BARNES, BRADLEY, CALVIN | Individual | – | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | 06/2017 | < 5% |
| BARNES, ANDREW, CALVIN | Individual | ACB IRREVOCABLE TRUST | BENEFICIARY | 03/2017 | > 75% |
| BARNES, BRADLEY, CALVIN | Individual | ACB IRREVOCABLE TRUST | TRUSTEE | 03/2017 | |
| ACB IRREVOCABLE TRUST | Domestic Entity | – | MANAGING MEMBER | 06/2017 | > 75% |
| BARNES, LAURIE | Individual | – | CHIEF OPERATING OFFICER | 07/2017 | < 5% |