# Entrusted Wealth

> Entrusted Wealth is a state-registered investment advisory firm in Kalispell, MT, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.

- CRD: 294185
- Filed as: ENTRUSTED WEALTH
- Legal name: Entrusted Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Kalispell, MT
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/294185
- AdvisorCensus page: https://advisorcensus.com/firm/entrusted-wealth-kalispell-mt-294185

## Quick answers

**How is Entrusted Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Entrusted Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Entrusted Wealth located?**
Entrusted Wealth's principal office is in Kalispell, MT, according to its Form ADV.

**Is Entrusted Wealth registered with the SEC or a state?**
Entrusted Wealth is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 294185.

**How much does Entrusted Wealth manage?**
Entrusted Wealth reports $7,500,000 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary).

**What types of clients does Entrusted Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12).

**Does Entrusted Wealth 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/294185

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $7,500,000
- Discretionary: $7,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $7,500,000 |

### 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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Entrusted Wealth (CRD 294185): Form ADV filing data as of October 2026.