# Entrewealth

> Entrewealth is an SEC-registered investment advisory firm in Austin, TX, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 16, 2026.

- CRD: 317553
- Filed as: ENTREWEALTH
- Legal name: Entrewealth, LLC
- Also doing business as: SOCHA CAPITAL, SOCHA CAPITAL WEALTH STRATEGIES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: April 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317553
- AdvisorCensus page: https://advisorcensus.com/firm/entrewealth-austin-tx-317553

## Quick answers

**How is Entrewealth compensated?**
On its Form ADV (Item 5.E, October 2026), Entrewealth reports these compensation arrangements: a percentage of assets under its management.

**What does Entrewealth's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 16, 2026 states: Up to $1,000,000: 1.25% a year; $1,000,001 to $2,000,000: 1% a year; $2,000,001 to $3,000,000: 0.75% a year; Above $3,000,001: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Entrewealth located?**
Entrewealth's principal office is in Austin, TX, according to its Form ADV.

**Is Entrewealth registered with the SEC or a state?**
Entrewealth is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 317553.

**How much does Entrewealth manage?**
Entrewealth reports $326,314,431 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (98% discretionary).

**How have Entrewealth's assets and staff changed since 2024?**
In the Form ADV data for Entrewealth: Regulatory assets under management: $174,652,538 in the October 2024 data and $326,314,431 in the October 2026 data, up 87%. Total employees: 7 in October 2024 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Entrewealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (95); high net worth individuals (76); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Which custodians does Entrewealth use?**
Entrewealth'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 Entrewealth 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/317553

**Does Entrewealth state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "There is no account minimum for any of Entre's services."

**What changed in Entrewealth's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in IA, MI, NJ.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Up to $1,000,000: 1.25% a year
- $1,000,001 to $2,000,000: 1% a year
- $2,000,001 to $3,000,000: 0.75% a year
- Above $3,000,001: 0.5% a year

> Assets Under Management Annual Fee Rate Up to $1,000,000 1.25% Next $1,000,001 to $2,000,000 1.00% Next $2,000,001 to $3,000,000 0.75% Over $3,000,001 0.50%

- Account minimum: None

> There is no account minimum for any of Entre's services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $326,314,431
- Discretionary: $318,868,320
- Non-discretionary: $7,446,111

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 95 | $27,095,649 |
| High net worth individuals | 76 | $291,772,671 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $7,446,111 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 20 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, FL, IA, KS, MA, MI, MN, MO, NJ, NY, OK, PA, SC, TX, UT, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jeffsocha.com
- sochacapital.com
- LinkedIn @sochacapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $174,652,538 | 7 | September 13, 2024 |
| October 2025 | $222,597,035 | 15 | July 18, 2025 |
| October 2026 | $326,314,431 | 20 | April 16, 2026 |

Regulatory assets under management: $174,652,538 in the October 2024 data and $326,314,431 in the October 2026 data, up 87%.
Total employees: 7 in October 2024 and 20 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in IA, MI, NJ.

### April 2026
- Employees performing advisory functions went from 9 to 10.
- Regulatory assets under management went from $222,597,035 to $326,314,431 (+47%).
- Registered or notice-filed in KS, VA.

### February 2026
- Registered or notice-filed in MA, NY, OK, SC.

### January 2026
- No longer registered or notice-filed in GA, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Entrewealth (CRD 317553): Form ADV filing data as of October 2026.