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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 7, 2024
- 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 |
|---|---|---|---|---|
| BERNSTEIN, DANIEL, ADAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERS, DANIEL, ANDREW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERS, DANIEL, ANDREW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERS, DANIEL, ANDREW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERS, DANIEL, ANDREW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERS, DANIEL, ANDREW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERS, DANIEL, ANDREW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERS, DANIEL, ANDREW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERS, DANIEL, ANDREW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERS, DANIEL, ANDREW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERS, DANIEL, ANDREW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERS, DANIEL, ANDREW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERS, DANIEL, ANDREW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERS, DANIEL, ANDREW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERS, DANIEL, ANDREW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERS, DANIEL, ANDREW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERS, DANIEL, ANDREW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERS, DANIEL, ANDREW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERS, DANIEL, ANDREW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERS, DANIEL, ANDREW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERS, DANIEL, ANDREW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERS, DANIEL, ANDREW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERS, DANIEL, ANDREW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERS, DANIEL, ANDREW | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CRAWFORD, MICHAEL, PATRICK | I | MANAGING MEMBER | NA | Control |
| CRAWFORD, MICHAEL, PATRICK | I | MANAGING MEMBER | NA | Control |
| CRAWFORD, MICHAEL, PATRICK | I | MANAGING MEMBER | NA | Control |
| CRAWFORD, MICHAEL, PATRICK | I | MANAGING MEMBER | NA | Control |
| CRAWFORD, MICHAEL, PATRICK | I | MANAGING MEMBER | NA | Control |
| CRAWFORD, MICHAEL, PATRICK | I | MANAGING MEMBER | NA | Control |
| CRAWFORD, MICHAEL, PATRICK | I | MANAGING MEMBER | NA | Control |
| CRAWFORD, MICHAEL, PATRICK | I | MANAGING MEMBER | NA | Control |
| CRAWFORD, MICHAEL, PATRICK | I | MANAGING MEMBER | NA | Control |
| CRAWFORD, MICHAEL, PATRICK | I | MANAGING MEMBER | NA | Control |
| CRAWFORD, MICHAEL, PATRICK | I | MANAGING MEMBER | NA | Control |
| CRAWFORD, MICHAEL, PATRICK | I | MANAGING MEMBER | NA | Control |
| CRAWFORD, MICHAEL, PATRICK | I | MANAGING MEMBER | NA | Control |
| CRAWFORD, MICHAEL, PATRICK | I | MANAGING MEMBER | NA | Control |
| CRAWFORD, MICHAEL, PATRICK | I | MANAGING MEMBER | NA | Control |
| CRAWFORD, MICHAEL, PATRICK | I | MANAGING MEMBER | NA | Control |
| CRAWFORD, MICHAEL, PATRICK | I | MANAGING MEMBER | NA | Control |
| CRAWFORD, MICHAEL, PATRICK | I | MANAGING MEMBER | NA | Control |
| CRAWFORD, MICHAEL, PATRICK | I | MANAGING MEMBER | NA | Control |
| CRAWFORD, MICHAEL, PATRICK | I | MANAGING MEMBER | NA | Control |
| CRAWFORD, MICHAEL, PATRICK | I | MANAGING MEMBER | NA | Control |
| CRAWFORD, MICHAEL, PATRICK | I | MANAGING MEMBER | NA | Control |
| CRAWFORD, MICHAEL, PATRICK | I | MANAGING MEMBER | NA | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CONNERS CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| CONNERS CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| CONNERS CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| CONNERS CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| CONNERS CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| CONNERS CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| CONNERS CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| CONNERS CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| CONNERS CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| CONNERS CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| CONNERS CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| CONNERS CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| CONNERS CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| CONNERS CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| CONNERS CAPITAL MANAGEMENT, INC. | DE | MEMBER | D | Control |
| CREST CANYON PARTNERS, LLC | DE | MEMBER | D | Control |
| CREST CANYON PARTNERS, LLC | DE | MEMBER | D | Control |
| CREST CANYON PARTNERS, LLC | DE | MEMBER | D | Control |
| CREST CANYON PARTNERS, LLC | DE | MEMBER | D | Control |
| CREST CANYON PARTNERS, LLC | DE | MEMBER | D | Control |
| CREST CANYON PARTNERS, LLC | DE | MEMBER | D | Control |
| CREST CANYON PARTNERS, LLC | DE | MEMBER | D | Control |
| CREST CANYON PARTNERS, LLC | DE | MEMBER | D | Control |
| CREST CANYON PARTNERS, LLC | DE | MEMBER | D | Control |
| CREST CANYON PARTNERS, LLC | DE | MEMBER | D | Control |
| CREST CANYON PARTNERS, LLC | DE | MEMBER | D | Control |
| CREST CANYON PARTNERS, LLC | DE | MEMBER | D | Control |
| CREST CANYON PARTNERS, LLC | DE | MEMBER | D | Control |
| CREST CANYON PARTNERS, LLC | DE | MEMBER | D | Control |
| CREST CANYON PARTNERS, LLC | DE | MEMBER | D | Control |
| CREST CANYON PARTNERS, LLC | DE | MEMBER | D | Control |
| CREST CANYON PARTNERS, LLC | DE | MEMBER | D | Control |
| CREST CANYON PARTNERS, LLC | DE | MEMBER | D | Control |
| CREST CANYON PARTNERS, LLC | DE | MEMBER | D | Control |
| CREST CANYON PARTNERS, LLC | DE | MEMBER | D | Control |
| CREST CANYON PARTNERS, LLC | DE | MEMBER | D | Control |
| CREST CANYON PARTNERS, LLC | DE | MEMBER | D | Control |
| CREST CANYON PARTNERS, LLC | DE | MEMBER | D | Control |
| CONNERS CAPITAL MANAGEMENT, INC. | DE | MEMBER | C | Control |
| CONNERS CAPITAL MANAGEMENT, INC. | DE | MEMBER | C | Control |
| CONNERS CAPITAL MANAGEMENT, INC. | DE | MEMBER | C | Control |
| CONNERS CAPITAL MANAGEMENT, INC. | DE | MEMBER | C | Control |
| CONNERS CAPITAL MANAGEMENT, INC. | DE | MEMBER | C | Control |
| CONNERS CAPITAL MANAGEMENT, INC. | DE | MEMBER | C | Control |
| CONNERS CAPITAL MANAGEMENT, INC. | DE | MEMBER | C | Control |
| CONNERS CAPITAL MANAGEMENT, INC. | DE | MEMBER | C | Control |
| BUCHNER, TODD, ALLEN | I | MEMBER | B | |
| BUCHNER, TODD, ALLEN | I | MEMBER | B | |
| BUCHNER, TODD, ALLEN | I | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CRAWFORD, MICHAEL, PATRICK | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, MICHAEL, PATRICK | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, MICHAEL, PATRICK | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, MICHAEL, PATRICK | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, MICHAEL, PATRICK | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, MICHAEL, PATRICK | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, MICHAEL, PATRICK | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, MICHAEL, PATRICK | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, MICHAEL, PATRICK | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, MICHAEL, PATRICK | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, MICHAEL, PATRICK | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, MICHAEL, PATRICK | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, MICHAEL, PATRICK | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, MICHAEL, PATRICK | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, MICHAEL, PATRICK | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, MICHAEL, PATRICK | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, MICHAEL, PATRICK | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, MICHAEL, PATRICK | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, MICHAEL, PATRICK | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, MICHAEL, PATRICK | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, MICHAEL, PATRICK | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, MICHAEL, PATRICK | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, MICHAEL, PATRICK | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, RANDI, MICHELLE | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, RANDI, MICHELLE | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, RANDI, MICHELLE | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, RANDI, MICHELLE | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, RANDI, MICHELLE | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, RANDI, MICHELLE | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, RANDI, MICHELLE | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, RANDI, MICHELLE | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, RANDI, MICHELLE | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, RANDI, MICHELLE | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, RANDI, MICHELLE | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, RANDI, MICHELLE | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, RANDI, MICHELLE | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, RANDI, MICHELLE | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, RANDI, MICHELLE | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, RANDI, MICHELLE | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, RANDI, MICHELLE | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, RANDI, MICHELLE | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, RANDI, MICHELLE | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, RANDI, MICHELLE | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, RANDI, MICHELLE | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, RANDI, MICHELLE | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CRAWFORD, RANDI, MICHELLE | I | THE CRAWFORD FAMILY TRUST | F | Control |
| CONNERS, DANIEL, ANDREW | I | CONNERS CAPITAL MANAGEMENT, INC. | E | Control |
| CONNERS, DANIEL, ANDREW | I | CONNERS CAPITAL MANAGEMENT, INC. | E | Control |
| CONNERS, DANIEL, ANDREW | I | CONNERS CAPITAL MANAGEMENT, INC. | E | Control |
| CONNERS, DANIEL, ANDREW | I | CONNERS CAPITAL MANAGEMENT, INC. | E | Control |
| CONNERS, DANIEL, ANDREW | I | CONNERS CAPITAL MANAGEMENT, INC. | E | Control |
| CONNERS, DANIEL, ANDREW | I | CONNERS CAPITAL MANAGEMENT, INC. | E | Control |
| CONNERS, DANIEL, ANDREW | I | CONNERS CAPITAL MANAGEMENT, INC. | E | Control |
| CONNERS, DANIEL, ANDREW | I | CONNERS CAPITAL MANAGEMENT, INC. | E | Control |
| CONNERS, DANIEL, ANDREW | I | CONNERS CAPITAL MANAGEMENT, INC. | E | Control |
| CONNERS, DANIEL, ANDREW | I | CONNERS CAPITAL MANAGEMENT, INC. | E | Control |
| CONNERS, DANIEL, ANDREW | I | CONNERS CAPITAL MANAGEMENT, INC. | E | Control |
| CONNERS, DANIEL, ANDREW | I | CONNERS CAPITAL MANAGEMENT, INC. | E | Control |
| CONNERS, DANIEL, ANDREW | I | CONNERS CAPITAL MANAGEMENT, INC. | E | Control |
| CONNERS, DANIEL, ANDREW | I | CONNERS CAPITAL MANAGEMENT, INC. | E | Control |
| CONNERS, DANIEL, ANDREW | I | CONNERS CAPITAL MANAGEMENT, INC. | E | Control |
| CONNERS, DANIEL, ANDREW | I | CONNERS CAPITAL MANAGEMENT, INC. | E | Control |
| CONNERS, DANIEL, ANDREW | I | CONNERS CAPITAL MANAGEMENT, INC. | E | Control |
| CONNERS, DANIEL, ANDREW | I | CONNERS CAPITAL MANAGEMENT, INC. | E | Control |
| CONNERS, DANIEL, ANDREW | I | CONNERS CAPITAL MANAGEMENT, INC. | E | Control |
| CONNERS, DANIEL, ANDREW | I | CONNERS CAPITAL MANAGEMENT, INC. | E | Control |
| CONNERS, DANIEL, ANDREW | I | CONNERS CAPITAL MANAGEMENT, INC. | E | Control |
| CONNERS, DANIEL, ANDREW | I | CONNERS CAPITAL MANAGEMENT, INC. | E | Control |
| CONNERS, DANIEL, ANDREW | I | CONNERS CAPITAL MANAGEMENT, INC. | E | Control |
| THE CRAWFORD FAMILY TRUST | DE | CREST CANYON PARTNERS, LLC | E | Control |
| THE CRAWFORD FAMILY TRUST | DE | CREST CANYON PARTNERS, LLC | E | Control |
| THE CRAWFORD FAMILY TRUST | DE | CREST CANYON PARTNERS, LLC | E | Control |
| THE CRAWFORD FAMILY TRUST | DE | CREST CANYON PARTNERS, LLC | E | Control |
| THE CRAWFORD FAMILY TRUST | DE | CREST CANYON PARTNERS, LLC | E | Control |
| THE CRAWFORD FAMILY TRUST | DE | CREST CANYON PARTNERS, LLC | E | Control |
| THE CRAWFORD FAMILY TRUST | DE | CREST CANYON PARTNERS, LLC | E | Control |
| THE CRAWFORD FAMILY TRUST | DE | CREST CANYON PARTNERS, LLC | E | Control |
| THE CRAWFORD FAMILY TRUST | DE | CREST CANYON PARTNERS, LLC | E | Control |
| THE CRAWFORD FAMILY TRUST | DE | CREST CANYON PARTNERS, LLC | E | Control |
| THE CRAWFORD FAMILY TRUST | DE | CREST CANYON PARTNERS, LLC | E | Control |
| THE CRAWFORD FAMILY TRUST | DE | CREST CANYON PARTNERS, LLC | E | Control |
| THE CRAWFORD FAMILY TRUST | DE | CREST CANYON PARTNERS, LLC | E | Control |
| THE CRAWFORD FAMILY TRUST | DE | CREST CANYON PARTNERS, LLC | E | Control |
| THE CRAWFORD FAMILY TRUST | DE | CREST CANYON PARTNERS, LLC | E | Control |
| THE CRAWFORD FAMILY TRUST | DE | CREST CANYON PARTNERS, LLC | E | Control |
| THE CRAWFORD FAMILY TRUST | DE | CREST CANYON PARTNERS, LLC | E | Control |
| THE CRAWFORD FAMILY TRUST | DE | CREST CANYON PARTNERS, LLC | E | Control |
| THE CRAWFORD FAMILY TRUST | DE | CREST CANYON PARTNERS, LLC | E | Control |
| THE CRAWFORD FAMILY TRUST | DE | CREST CANYON PARTNERS, LLC | E | Control |
| THE CRAWFORD FAMILY TRUST | DE | CREST CANYON PARTNERS, LLC | E | Control |
| THE CRAWFORD FAMILY TRUST | DE | CREST CANYON PARTNERS, LLC | E | Control |
| THE CRAWFORD FAMILY TRUST | DE | CREST CANYON PARTNERS, LLC | E | Control |
Registrations
Federal
IA
Mar 7, 2024 REGISTERED
Notice Filings (3)
CA NY TX
Address
12760 HIGH BLUFF DRIVESUITE 110
SAN DIEGO, CA 92130
United States
Phone: (858) 257-4646