ENTRUITY WEALTH, LLC
CRD #288331 SEC #801-122252 BAKERSFIELD, CA 661-368-8994
SEC Registered
Total AUM
$128.6M
Discretionary
$125.4M
Employees
4
Clients
10
Accounts
707
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $128.6M | $125.4M | $3.2M | 4 | 0 |
| Jan 2025 | $128.6M | $125.4M | $3.2M | 4 | 0 |
| May 2024 | $119.3M | $116.4M | $2.9M | 4 | 2 |
| Feb 2024 | $119.3M | $116.4M | $2.9M | 4 | 2 |
| Aug 2023 | $106.3M | $101.6M | $4.7M | 4 | 0 |
| Feb 2023 | $106.3M | $101.6M | $4.7M | 4 | 0 |
| Jul 2022 | $115.9M | $113.4M | $2.5M | 4 | 0 |
| Jun 2022 | $115.9M | $113.4M | $2.5M | 4 | 0 |
| May 2022 | $115.9M | $113.4M | $2.5M | 4 | 0 |
| Feb 2022 | $115.9M | $113.4M | $2.5M | 4 | 0 |
| Dec 2021 | $108.7M | $106.4M | $2.3M | 4 | 0 |
| Aug 2021 | $108.7M | $106.4M | $2.3M | 4 | 0 |
| Dec 2017 | $71M | $68.7M | $2.3M | 3 | 0 |
| Nov 2017 | $71M | $68.7M | $2.3M | 3 | 0 |
| Nov 2017 | $71M | $68.7M | $2.3M | 3 | 0 |
| Jul 2017 | $0 | $0 | $0 | 3 | 0 |
| Jun 2017 | $0 | $0 | $0 | 3 | 0 |
DateJun 2025
Total AUM$128.6M
Discretionary$125.4M
Non-Disc.$3.2M
Employees4
Clients0
DateJan 2025
Total AUM$128.6M
Discretionary$125.4M
Non-Disc.$3.2M
Employees4
Clients0
DateMay 2024
Total AUM$119.3M
Discretionary$116.4M
Non-Disc.$2.9M
Employees4
Clients2
DateFeb 2024
Total AUM$119.3M
Discretionary$116.4M
Non-Disc.$2.9M
Employees4
Clients2
DateAug 2023
Total AUM$106.3M
Discretionary$101.6M
Non-Disc.$4.7M
Employees4
Clients0
DateFeb 2023
Total AUM$106.3M
Discretionary$101.6M
Non-Disc.$4.7M
Employees4
Clients0
DateJul 2022
Total AUM$115.9M
Discretionary$113.4M
Non-Disc.$2.5M
Employees4
Clients0
DateJun 2022
Total AUM$115.9M
Discretionary$113.4M
Non-Disc.$2.5M
Employees4
Clients0
DateMay 2022
Total AUM$115.9M
Discretionary$113.4M
Non-Disc.$2.5M
Employees4
Clients0
DateFeb 2022
Total AUM$115.9M
Discretionary$113.4M
Non-Disc.$2.5M
Employees4
Clients0
DateDec 2021
Total AUM$108.7M
Discretionary$106.4M
Non-Disc.$2.3M
Employees4
Clients0
DateAug 2021
Total AUM$108.7M
Discretionary$106.4M
Non-Disc.$2.3M
Employees4
Clients0
DateDec 2017
Total AUM$71M
Discretionary$68.7M
Non-Disc.$2.3M
Employees3
Clients0
DateNov 2017
Total AUM$71M
Discretionary$68.7M
Non-Disc.$2.3M
Employees3
Clients0
DateNov 2017
Total AUM$71M
Discretionary$68.7M
Non-Disc.$2.3M
Employees3
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0