ENTRUST WEALTH ADVISORS, LLC
CRD #299040 SEC #801-114189 SAN DIEGO, CA (858) 257-4646
SEC Registered
Total AUM
$367.5M
Discretionary
$367.5M
Employees
5
Clients
51
Accounts
436
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $367.5M | $367.5M | $0 | 5 | 0 |
| Jun 2023 | $320.8M | $320.8M | $0 | 5 | 0 |
| Mar 2023 | $320.8M | $320.8M | $0 | 5 | 0 |
| Aug 2022 | $335.7M | $335.7M | $0 | 5 | 0 |
| Apr 2022 | $335.7M | $335.7M | $0 | 5 | 0 |
| Apr 2022 | $335.7M | $335.7M | $0 | 5 | 0 |
| Apr 2022 | $335.7M | $335.7M | $0 | 5 | 0 |
| Mar 2022 | $335.7M | $335.7M | $0 | 5 | 0 |
| Nov 2021 | $301.5M | $301.5M | $0 | 5 | 0 |
| Mar 2021 | $301.5M | $301.5M | $0 | 5 | 0 |
| Oct 2020 | $258.5M | $258.5M | $0 | 5 | 0 |
| Aug 2020 | $154.6M | $130.6M | $24M | 5 | 0 |
| Jun 2020 | $154.6M | $130.6M | $24M | 5 | 0 |
| Jun 2020 | $154.6M | $130.6M | $24M | 5 | 0 |
| Mar 2020 | $154.6M | $130.6M | $24M | 5 | 0 |
| Sep 2019 | $151.7M | $121.6M | $30.2M | 2 | 0 |
| Jul 2019 | $151.7M | $121.6M | $30.2M | 2 | 0 |
| Feb 2019 | $151.7M | $121.6M | $30.2M | 2 | 0 |
| Jan 2019 | $0 | $0 | $0 | 2 | 0 |
| Jan 2019 | $0 | $0 | $0 | 2 | 0 |
| Dec 2018 | $0 | $0 | $0 | 2 | 0 |
| Nov 2018 | $0 | $0 | $0 | 2 | 0 |
| Sep 2018 | $0 | $0 | $0 | 1 | 0 |
DateMar 2024
Total AUM$367.5M
Discretionary$367.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2023
Total AUM$320.8M
Discretionary$320.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$320.8M
Discretionary$320.8M
Non-Disc.$0
Employees5
Clients0
DateAug 2022
Total AUM$335.7M
Discretionary$335.7M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$335.7M
Discretionary$335.7M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$335.7M
Discretionary$335.7M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$335.7M
Discretionary$335.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$335.7M
Discretionary$335.7M
Non-Disc.$0
Employees5
Clients0
DateNov 2021
Total AUM$301.5M
Discretionary$301.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$301.5M
Discretionary$301.5M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$258.5M
Discretionary$258.5M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$154.6M
Discretionary$130.6M
Non-Disc.$24M
Employees5
Clients0
DateJun 2020
Total AUM$154.6M
Discretionary$130.6M
Non-Disc.$24M
Employees5
Clients0
DateJun 2020
Total AUM$154.6M
Discretionary$130.6M
Non-Disc.$24M
Employees5
Clients0
DateMar 2020
Total AUM$154.6M
Discretionary$130.6M
Non-Disc.$24M
Employees5
Clients0
DateSep 2019
Total AUM$151.7M
Discretionary$121.6M
Non-Disc.$30.2M
Employees2
Clients0
DateJul 2019
Total AUM$151.7M
Discretionary$121.6M
Non-Disc.$30.2M
Employees2
Clients0
DateFeb 2019
Total AUM$151.7M
Discretionary$121.6M
Non-Disc.$30.2M
Employees2
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0