# Entelevest, LLC

> Entelevest, LLC is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 318115
- Filed as: ENTELEVEST, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318115
- AdvisorCensus page: https://advisorcensus.com/firm/entelevest-llc-coral-gables-fl-318115

## Quick answers

**How is Entelevest, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Entelevest, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Entelevest, LLC located?**
Entelevest, LLC's principal office is in Coral Gables, FL, according to its Form ADV.

**Is Entelevest, LLC registered with the SEC or a state?**
Entelevest, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 318115.

**How much does Entelevest, LLC manage?**
Entelevest, LLC reports $147,032,517 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (97% discretionary).

**How have Entelevest, LLC's assets and staff changed since 2025?**
In the Form ADV data for Entelevest, LLC: Regulatory assets under management: $110,255,841 in the October 2025 data and $147,032,517 in the October 2026 data, up 33%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Entelevest, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (79); high net worth individuals (77); corporations or other businesses not listed above (6).

**Which custodians does Entelevest, LLC use?**
Entelevest, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Entelevest, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318115

**What changed in Entelevest, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $110,255,841 to $147,032,517 (+33%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $147,032,517
- Discretionary: $142,273,065
- Non-discretionary: $4,759,452

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 79 | $27,357,425 |
| High net worth individuals | 77 | $114,745,234 |
| Corporations or other businesses not listed above | 6 | $4,929,858 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- entelevest.com
- Instagram @entelevest
- LinkedIn @entelevest
- X @ENTELEVEST

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $110,255,841 | 3 | April 1, 2025 |
| October 2026 | $147,032,517 | 3 | March 6, 2026 |

Regulatory assets under management: $110,255,841 in the October 2025 data and $147,032,517 in the October 2026 data, up 33%.
Total employees: 3 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $110,255,841 to $147,032,517 (+33%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Entelevest, LLC (CRD 318115): Form ADV filing data as of October 2026.