Entrewealth, Llc
- Regulatory AUM
- $326M
- Discretionary
- $319M
- Clients
- 174
- Avg AUM / client
- $1.9M
- Accounts
- 617
- Employees
- 20
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 95 | $27.1M | 8.3% |
| High net worth individuals | 76 | $292M | 89.4% |
| Pension and profit sharing plans | 3 | $7.4M | 2.28% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Edward Socha | President And Chief Compliance Officer | Oct 2021 (5y) | 75% or more | |
| John Michael Gambone | Registered representative | CFP Chartered Financial Consultant | Jul 2023 (3y) | |
| Andrew Paul Vinciguerra | Registered representative | Jan 2024 (3y) | ||
| Wesley James Leftwich | Registered representative | Aug 2024 (2y) | ||
| Matthew Robert Hiller | Registered representative | Feb 2025 (1y) | ||
| Joshua Dylan Mumper | Registered representative | Apr 2025 (1y) | ||
| Jonathan Paul Pasqua | Registered representative | CFA | May 2025 (1y) | |
| Isabelle Marie Beal | Registered representative | Jan 2026 (1y) | ||
| Zoe Bender | Registered representative | Jan 2026 (1y) | ||
| Haley Maia Rao | Registered representative | Feb 2026 (1y) | ||
| Dylan Veatch | Registered representative | Feb 2026 (0y) | ||
| Braxton King | Registered representative | Apr 2026 (0y) | ||
| Joseph Randolph Ingram | Registered representative | Apr 2026 (0y) | ||
| Samuel Kim | Registered representative | CFP | Apr 2026 (0y) | |
| Vincent Anthony Damiani | Registered representative | CFP | Apr 2026 (0y) | |
| Rafael Kronenberg | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 04/16/2026 | 1.03 MB | 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
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $319M (98% of AUM) Apr 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: Apr 16, 2026.
View current Form ADV (SEC/IAPD) ↗