ENTREWEALTH, LLC
Legal name: ENTREWEALTH
CRD #317553 SEC #801-130035 AUSTIN, TX 512-240-2244
SEC Registered
Total AUM
$222.6M
Discretionary
$222.5M
Employees
15
Clients
26
Accounts
522
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $222.6M | $222.5M | $128K | 15 | 18 |
| May 2025 | $222.6M | $222.5M | $128K | 15 | 18 |
| May 2025 | $222.6M | $222.5M | $128K | 15 | 18 |
| Apr 2025 | $222.6M | $222.5M | $128K | 15 | 18 |
| Mar 2025 | $222.6M | $222.5M | $128K | 15 | 18 |
| Feb 2025 | $174.7M | $170.6M | $4M | 7 | 0 |
| Feb 2025 | $174.7M | $170.6M | $4M | 7 | 0 |
| Nov 2024 | $174.7M | $170.6M | $4M | 7 | 0 |
| Oct 2024 | $174.7M | $170.6M | $4M | 7 | 0 |
| Sep 2024 | $174.7M | $170.6M | $4M | 7 | 0 |
| Aug 2024 | $174.7M | $170.6M | $4M | 7 | 0 |
| Apr 2024 | $174.7M | $170.6M | $4M | 7 | 0 |
| Mar 2024 | $174.7M | $170.6M | $4M | 7 | 0 |
DateJul 2025
Total AUM$222.6M
Discretionary$222.5M
Non-Disc.$128K
Employees15
Clients18
DateMay 2025
Total AUM$222.6M
Discretionary$222.5M
Non-Disc.$128K
Employees15
Clients18
DateMay 2025
Total AUM$222.6M
Discretionary$222.5M
Non-Disc.$128K
Employees15
Clients18
DateApr 2025
Total AUM$222.6M
Discretionary$222.5M
Non-Disc.$128K
Employees15
Clients18
DateMar 2025
Total AUM$222.6M
Discretionary$222.5M
Non-Disc.$128K
Employees15
Clients18
DateFeb 2025
Total AUM$174.7M
Discretionary$170.6M
Non-Disc.$4M
Employees7
Clients0
DateFeb 2025
Total AUM$174.7M
Discretionary$170.6M
Non-Disc.$4M
Employees7
Clients0
DateNov 2024
Total AUM$174.7M
Discretionary$170.6M
Non-Disc.$4M
Employees7
Clients0
DateOct 2024
Total AUM$174.7M
Discretionary$170.6M
Non-Disc.$4M
Employees7
Clients0
DateSep 2024
Total AUM$174.7M
Discretionary$170.6M
Non-Disc.$4M
Employees7
Clients0
DateAug 2024
Total AUM$174.7M
Discretionary$170.6M
Non-Disc.$4M
Employees7
Clients0
DateApr 2024
Total AUM$174.7M
Discretionary$170.6M
Non-Disc.$4M
Employees7
Clients0
DateMar 2024
Total AUM$174.7M
Discretionary$170.6M
Non-Disc.$4M
Employees7
Clients0