ENTRUST FINANCIAL LLC

CRD #174694 SEC #801-110230 WAYNE, PA 610-687-3515

SEC Registered

Total AUM

$315.2M

Discretionary

$312.5M

Employees

Clients

251

Accounts

850

Firm Details

Organization Type: Limited Liability Company
State of Formation: Pennsylvania
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Feb 19, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
EWART, JOSLYN, GAIL	I	FOUNDER	NA	Control
EWART, JOSLYN, GAIL	I	FOUNDER	NA	Control
EWART, JOSLYN, GAIL	I	FOUNDER	NA
EWART, JOSLYN, GAIL	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
EWART, JOSLYN, GAIL	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
EWART, JOSLYN, GAIL	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
EWART, JOSLYN, GAIL	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
EWART, JOSLYN, GAIL	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
EWART, JOSLYN, GAIL	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
EWART, JOSLYN, GAIL	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
EWART, JOSLYN, GAIL	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
EWART, JOSLYN, GAIL	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
EWART, JOSLYN, GAIL	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
EWART, JOSLYN, GAIL	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
EWART, JOSLYN, GAIL	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
EWART, JOSLYN, GAIL	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
EWART, JOSLYN, GAIL	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
FRANKEL, MCKENZIE, JANE	I	PRINCIPAL	D	Control
FRANKEL, MCKENZIE, JANE	I	PRINCIPAL	D	Control
FRANKEL, MCKENZIE, JANE	I	PRINCIPAL	D	Control
BRAVO, JENNIFER, MARY	I	PRINCIPAL & CHIEF COMPLIANCE OFFICER	C
BRAVO, JENNIFER, MARY	I	PRINCIPAL & CHIEF COMPLIANCE OFFICER	C
BRAVO, JENNIFER, MARY	I	PRINCIPAL & CHIEF COMPLIANCE OFFICER	C	Control
FRANKEL, MCKENZIE, JANE	I	MANAGING MEMBER	C	Control
FRANKEL, MCKENZIE, JANE	I	MANAGING MEMBER	C	Control
FRANKEL, MCKENZIE, JANE	I	MANAGING MEMBER	C	Control
FRANKEL, MCKENZIE, JANE	I	MANAGING MEMBER	C	Control
FRANKEL, MCKENZIE, JANE	I	MANAGING MEMBER	C	Control
FRANKEL, MCKENZIE, JANE	I	MANAGING MEMBER	C	Control
FRANKEL, MCKENZIE, JANE	I	MANAGING MEMBER	C	Control
FRANKEL, MCKENZIE, JANE	I	MANAGING MEMBER	C	Control
FRANKEL, MCKENZIE, JANE	I	MANAGING MEMBER	C	Control
FRANKEL, MCKENZIE, JANE	I	MANAGING MEMBER	C	Control
FRANKEL, MCKENZIE, JANE	I	MANAGING MEMBER	C	Control
FRANKEL, MCKENZIE, JANE	I	MANAGING MEMBER	C	Control
FRANKEL, MCKENZIE, JANE	I	MANAGING MEMBER	C	Control
FRANKEL, MCKENZIE, JANE	I	MANAGING MEMBER	C	Control
BRAVO, JENNIFER, MARY	I	INVESTMENT ADVISOR, SHAREHOLDER	A
BRAVO, JENNIFER, MARY	I	INVESTMENT ADVISOR, SHAREHOLDER	A
BRAVO, JENNIFER, MARY	I	INVESTMENT ADVISOR, SHAREHOLDER	A
BRAVO, JENNIFER, MARY	I	INVESTMENT ADVISOR, SHAREHOLDER	A
Llewelyn, Jay, Gordon	I	RESEARCH ANALYST & PORTFOLIO ASSOCIATE, SHAREHOLDER	A
Llewelyn, Jay, Gordon	I	RESEARCH ANALYST & PORTFOLIO ASSOCIATE, SHAREHOLDER	A
Llewelyn, Jay, Gordon	I	RESEARCH ANALYST & PORTFOLIO ASSOCIATE, SHAREHOLDER	A
MARTINEZ, JOSEPH	I	ASSOCIATE INVESTMENT ADVISOR, SHAREHOLDER	A
MARTINEZ, JOSEPH	I	ASSOCIATE INVESTMENT ADVISOR, SHAREHOLDER	A
MARTINEZ, JOSEPH	I	ASSOCIATE INVESTMENT ADVISOR, SHAREHOLDER	A

Registrations

Federal

Feb 19, 2025 REGISTERED

Notice Filings (8)

DE FL LA MA NC NJ PA TX

Address

487 DEVON PARK DRIVE
SUITE 216
WAYNE, PA 19087
United States

Phone: 610-687-3515