ENTREWEALTH
ENTREWEALTH, LLC Legal Name
Adviser information for ENTREWEALTH last updated from Form ADV on March 27th, 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 | Texas, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 490 | $170.6M |
| Non-Discretionary | 2 | $4.0M |
| Total | 492 | $174.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 22 | $25.2M |
| HNW Individuals | 145 | $145.4M |
| 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 | 2 | $4.0M |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-130035 |
|---|---|
| SEC ERA File Number | 801-130035 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 317553 |
| Legal Entity Identifier | None |
Principal Office
1101 QUAKER RIDGE DRAUSTIN
TX
United States
Monday - Friday, 8-5
Tel: 512-240-2244, Fax: None
Websites
Chief Compliance Officer
JEFF SOCHA
PRESIDENT
1101 QUAKER RIDGE DR
AUSTIN
TX
United States
Tel:
512-240-2244
J***@************M
(Full email address available in API data)
Regulatory Contact
ELIZABETH COPE
MANAGING MEMBER OF SEC COMPLIANCE SOLUTIONS
PO BOX 8178
MEDFORD
OR
United States
Tel:
15412272336
L**@***********M
(Full email address available in API data)
Industry Affiliates
| SOCHA CAPITAL ENERGY FUND 2023 MANAGEMENT LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SOCHA, JEFFREY, EDWARD | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 10/2021 | > 75% |