{
  "crd_number": 312977,
  "slug": "entrefolio-wealth-management-312977",
  "primary_business_name": "ENTREFOLIO WEALTH MANAGEMENT",
  "legal_name": "ENTREFOLIO LLC",
  "dbas": [
    "ENTREFOLIO WEALTH MANAGEMENT"
  ],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "TERMREQUEST",
  "registration_date": null,
  "years_registered": null,
  "period": "2026-10-01",
  "filing_date": "2024-03-28",
  "carried_forward": false,
  "raum_total": 4200000.0,
  "raum_discretionary": 3000000.0,
  "raum_non_discretionary": 1200000.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 4200000.0,
      "count": 20
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [],
  "websites": [
    "https://entrefolio.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312977",
  "disclosure_items": [
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/entrefolio-wealth-management-312977",
  "display_name": "Entrefolio Wealth Management",
  "summary": "Entrefolio Wealth Management is a state-registered investment advisory firm, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 28, 2024.",
  "citation": "AdvisorCensus. Entrefolio Wealth Management (CRD 312977): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Entrefolio Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Entrefolio Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Entrefolio Wealth Management registered with the SEC or a state?",
      "a": "Entrefolio Wealth Management is a state-registered investment advisory firm. Status as filed: TERMREQUEST. CRD 312977."
    },
    {
      "q": "How much does Entrefolio Wealth Management manage?",
      "a": "Entrefolio Wealth Management reports $4,200,000 in regulatory assets under management in its Form ADV filing dated March 28, 2024 (71% discretionary)."
    },
    {
      "q": "How have Entrefolio Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Entrefolio Wealth Management: Regulatory assets under management: $10,000,000 in the October 2021 data and $4,200,000 in the October 2026 data, down 58%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Entrefolio Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20)."
    },
    {
      "q": "Does Entrefolio Wealth Management report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312977"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 10000000.0,
      "total_employees": 1,
      "filing_date": "2021-09-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4200000.0,
      "total_employees": 1,
      "filing_date": "2024-03-28"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/entrefolio-wealth-management-312977.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 4200000.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312977",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}