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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 18, 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 |
|---|---|---|---|---|
| Wheelis, Mark | I | CHIEF FINANCIAL OFFICER | NA | |
| Wheelis, Mark | I | CHIEF FINANCIAL OFFICER | NA | |
| Wheelis, Mark | I | CHIEF FINANCIAL OFFICER | NA | |
| Wheelis, Mark | I | CHIEF FINANCIAL OFFICER | NA | |
| Wheelis, Mark | I | CHIEF FINANCIAL OFFICER | NA | |
| SOCHA, JEFFREY, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOCHA, JEFFREY, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOCHA, JEFFREY, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOCHA, JEFFREY, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOCHA, JEFFREY, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOCHA, JEFFREY, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOCHA, JEFFREY, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOCHA, JEFFREY, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOCHA, JEFFREY, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOCHA, JEFFREY, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOCHA, JEFFREY, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOCHA, JEFFREY, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOCHA, JEFFREY, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SOCHA, JEFFREY, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jul 18, 2025 REGISTERED
Notice Filings (12)
AZ CA CO CT FL GA MN MO PA TX UT VA
Address
1101 QUAKER RIDGE DRAUSTIN, TX 78746
United States
Phone: 512-240-2244