# Entrefolio Wealth Management

> 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.

- CRD: 312977
- Filed as: ENTREFOLIO WEALTH MANAGEMENT
- Legal name: Entrefolio LLC
- Also doing business as: ENTREFOLIO WEALTH MANAGEMENT
- Registration: State-registered investment adviser (status as filed: TERMREQUEST)
- Filing period: October 2026
- Form ADV filing dated: March 28, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312977
- AdvisorCensus page: https://advisorcensus.com/firm/entrefolio-wealth-management-312977

## Quick answers

**How is Entrefolio Wealth Management compensated?**
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.

**Is Entrefolio Wealth Management registered with the SEC or a state?**
Entrefolio Wealth Management is a state-registered investment advisory firm. Status as filed: TERMREQUEST. CRD 312977.

**How much does Entrefolio Wealth Management manage?**
Entrefolio Wealth Management reports $4,200,000 in regulatory assets under management in its Form ADV filing dated March 28, 2024 (71% discretionary).

**How have Entrefolio Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does Entrefolio Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20).

**Does Entrefolio Wealth Management report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,200,000
- Discretionary: $3,000,000
- Non-discretionary: $1,200,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $4,200,000 |

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

### Firm details
- Registered since: Not reported
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312977

### Websites listed on Form ADV (Item 1.I)
- entrefolio.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $10,000,000 | 1 | September 24, 2021 |
| October 2026 | $4,200,000 | 1 | March 28, 2024 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Entrefolio Wealth Management (CRD 312977): Form ADV filing data as of October 2026.