ENTRUITY WEALTH, LLC

11601 Bolthouse Drive, Suite 120
Bakersfield, California 93311
Tel: 661-368-8994

About ENTRUITY WEALTH, LLC

ENTRUITY WEALTH, LLC, formally registered with the SEC as ENTRUITY WEALTH, LLC. The firm was established in 09/07/2021. They have over 1 offices throughout the country.

ENTRUITY WEALTH, LLC is a Bakersfield, California based Financial Planning firm with nearly $128,578,674 assets under management, offering retirement planning & investment advisory services to 707 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288331
SEC#	801-122252
Assets Managed by Firm	$128,578,674
No. of Clients	707
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	707	$128,578,674
Individuals (other than high net worth individuals)	213	$45,519,454
High net worth individuals	68	$74,745,187
Pension and profit sharing plans	Fewer than 5 clients	$6,524,104
Charitable organizations	Fewer than 5 clients	$912,452
Corporations or other businesses	Fewer than 5 clients	$877,477

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