# Entruity Wealth, LLC

> Entruity Wealth, LLC is an SEC-registered investment advisory firm in Bakersfield, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 288331
- Filed as: ENTRUITY WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bakersfield, CA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288331
- AdvisorCensus page: https://advisorcensus.com/firm/entruity-wealth-llc-bakersfield-ca-288331

## Quick answers

**How is Entruity Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Entruity Wealth, LLC 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.

**Where is Entruity Wealth, LLC located?**
Entruity Wealth, LLC's principal office is in Bakersfield, CA, according to its Form ADV.

**Is Entruity Wealth, LLC registered with the SEC or a state?**
Entruity Wealth, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 288331.

**How much does Entruity Wealth, LLC manage?**
Entruity Wealth, LLC reports $171,254,413 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (98% discretionary).

**How have Entruity Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Entruity Wealth, LLC: Regulatory assets under management: $108,695,155 in the October 2021 data and $171,254,413 in the October 2026 data, up 58%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Entruity Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (229); high net worth individuals (73); corporations or other businesses not listed above (3).

**Which custodians does Entruity Wealth, LLC use?**
Entruity Wealth, 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 Entruity 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 SEC record: https://adviserinfo.sec.gov/firm/summary/288331

**What changed in Entruity Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $128,578,674 to $171,254,413 (+33%). Registered or notice-filed in ID.

## 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: $171,254,413
- Discretionary: $167,686,867
- Non-discretionary: $3,567,546

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 229 | $56,559,573 |
| High net worth individuals | 73 | $105,966,553 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $6,473,642 |
| Charitable organizations | Fewer than 5 | $806,183 |
| Corporations or other businesses not listed above | 3 | $1,448,462 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- entruity.com
- Facebook @ENTRUITY
- LinkedIn @entruitywealth
- LinkedIn @andrew-c-barnes
- LinkedIn @bradley-c-barnes
- LinkedIn @lauriebbarnes
- LinkedIn @lauriebstover
- YouTube @entruitywealth5075

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $108,695,155 | 4 | August 4, 2021 |
| October 2022 | $115,851,649 | 4 | July 11, 2022 |
| October 2023 | $106,342,503 | 4 | August 9, 2023 |
| October 2024 | $119,307,988 | 4 | May 23, 2024 |
| October 2025 | $128,578,674 | 4 | June 30, 2025 |
| October 2026 | $171,254,413 | 4 | March 20, 2026 |

Regulatory assets under management: $108,695,155 in the October 2021 data and $171,254,413 in the October 2026 data, up 58%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $128,578,674 to $171,254,413 (+33%).
- Registered or notice-filed in ID.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Entruity Wealth, LLC (CRD 288331): Form ADV filing data as of October 2026.