DBA: ENTREWEALTH
| Total AUM | $326.3M |
| Discretionary | $318.9M98% of AUM |
| Non-Discretionary | $7.4M |
| Client Accounts | 617 |
| Avg Account Size | $529K |
| Employees | 20 |
| Peak AUM | $326.3MMar 2026 |
| AUM CAGR | +35.0% /yrover 2 yrs · 17 filings |
Total AUM
$326M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $326M | +46.6% | +35.0% | — | |
| Discretionary AUM | $319M | ||||
| Total AUM | $326.3M |
| Discretionary | $318.9M |
| Employees | 20 |
| Client Accounts | 617 |
| Client Range | 101-250 |
Phone
512-240-2244
Filing History
17 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$319M
97.7% of AUM
Non-Discretionary
$7M
2.3% of AUM
Disc. mix ▼ 2.2pp vs 1 year ago
Custody
| +43.3% |
| +35.1% |
| — |
| Non-Disc. AUM | $7M | +5716.3% | +34.3% | — |
| Total Accounts | 617 | +18.2% | +11.5% | — |
| Avg Account Size | $528,872.66 | +24.0% | +21.1% | — |
| Employees | 20 | +33.3% | +65.6% | — |
| AUM / Employee | $16M | +9.9% | 18.5% | — |
Client AUM Segments | |||||
| Wealth AUM | $319M | +43.5% | +35.1% | — | |
| Institutional AUM | $7M | +2036.5% | +34.3% | — | |
Client Count Segments | |||||
| HNW Clients | 95 | +171.4% | +102.0% | — | |
| Institutional | 3 | +200.0% | +21.5% | — | |
| Individuals | 76 | 8.4% | 26.7% | — | |