# Entrypoint Wealth Management

> Entrypoint Wealth Management is a state-registered investment advisory firm in Cincinnati, OH, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 310922
- Filed as: ENTRYPOINT WEALTH MANAGEMENT
- Legal name: Entrypoint Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310922
- AdvisorCensus page: https://advisorcensus.com/firm/entrypoint-wealth-management-cincinnati-oh-310922

## Quick answers

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

**Where is Entrypoint Wealth Management located?**
Entrypoint Wealth Management's principal office is in Cincinnati, OH, according to its Form ADV.

**Is Entrypoint Wealth Management registered with the SEC or a state?**
Entrypoint Wealth Management is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 310922.

**How much does Entrypoint Wealth Management manage?**
Entrypoint Wealth Management reports $21,532,760 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Entrypoint Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15); high net worth individuals (7).

**Does Entrypoint Wealth Management 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/310922

## 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: $21,532,760
- Discretionary: $21,532,760
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $4,935,181 |
| High net worth individuals | 7 | $12,404,507 |
| Charitable organizations | Fewer than 5 | $4,193,072 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- entrypointwm.com
- Facebook @EntryPointWM
- LinkedIn @chriswardcincinnati

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Entrypoint Wealth Management (CRD 310922): Form ADV filing data as of October 2026.