Entruity Wealth, Llc
- Regulatory AUM
- $171M
- Discretionary
- $168M
- Clients
- 305
- Avg AUM / client
- $561K
- Accounts
- 773
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 229 | $56.6M | 33.0% |
| High net worth individuals | 73 | $106M | 61.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $6.5M | 3.78% |
| Charitable organizations | Fewer than 5 clients | $806K | 0.47% |
| Corporations and other businesses | 3 | $1.4M | 0.85% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Calvin Barnes | Beneficiary | CFP | Mar 2017 (9y) | ≈ 56.25% – 100% via Acb Irrevocable Trust |
| Bradley Calvin Barnes | Chief Compliance Officer & Chief Executive Officer | CFP | Mar 2017 (9y) | Less than 5% |
| Barnes, Laurie | Chief Operating Officer | Jul 2017 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Acb Irrevocable Trust | Managing Member | Jun 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Andrew Calvin Barnes: 75% – 100% of Acb Irrevocable Trust × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $164M (96% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗