# Entree Wealth LLC

> Entree Wealth LLC is a state-registered investment advisory firm in Boulder, CO, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 338532
- Filed as: ENTREE WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boulder, CO
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338532
- AdvisorCensus page: https://advisorcensus.com/firm/entree-wealth-llc-boulder-co-338532

## Quick answers

**How is Entree Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Entree Wealth LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Entree Wealth LLC located?**
Entree Wealth LLC's principal office is in Boulder, CO, according to its Form ADV.

**Is Entree Wealth LLC registered with the SEC or a state?**
Entree Wealth LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338532.

**How much does Entree Wealth LLC manage?**
Entree Wealth LLC reports $0 in regulatory assets under management in its Form ADV filing dated February 18, 2026.

**Does Entree Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338532

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [entreewealth.com](https://entreewealth.com)
- LinkedIn @david-gardner-cfp®-ea-7374642

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Entree Wealth LLC (CRD 338532): Form ADV filing data as of October 2026.