# EntreWealth

EntreWealth is a Multi Family Office based in Austin, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** entrewealth.com
- **LinkedIn:** https://www.linkedin.com/company/sochacapital

## Regulatory record

- **CRD number:** 317553
- **SEC file number:** 801-130035
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317553

## About

EntreWealth is an SEC-registered investment adviser in Austin, TX, registered since 2024. The firm manages $326 million in assets, $319 million on a discretionary basis. It has 20 employees and 10 investment advisers.

## People

- John Waldron — Managing Director & Co-Head of Bank of America Private Bank

## Questions

### Who runs investment decisions at EntreWealth?

Investment manager selection and alternative investment access at EntreWealth fall under Bank of America Private Bank's broader institutional advisory team, led by John Waldron as co-head. The platform does not employ dedicated portfolio managers who run proprietary funds; instead, it sources and vets third-party managers — private equity firms, hedge funds, real estate operators — and allocates client capital into approved vehicles. Final investment decisions rest with each individual family, with EntreWealth serving as gatekeeper and operational facilitator.

### How is EntreWealth related to Bank of America Private Bank?

EntreWealth is a dedicated operating unit wholly inside Bank of America Private Bank. It has no separate legal entity status or stand-alone investment-adviser registration. Client assets flow through Bank of America's custody, brokerage, and credit platforms, and advisors are employees of the bank. The unit draws on the bank's broader infrastructure — including its Global Wealth and Investment Management division — for manager research, legal, tax compliance, and trust services.

### What is EntreWealth's known posture on co-investments alongside external GPs?

EntreWealth encourages co-investment participation where it can reduce fee drag for client families — families invest alongside established general partners on a deal-by-deal basis rather than committing to a new fund vehicle. The bank sources these opportunities through existing institutional relationships; co-investment terms mirror those of the lead investor, with no additional platform carry charged to participating families.

## Related profiles

- [Entirement Financial Planning](https://altss.com/profile/entirement-financial-planning)
- [Entruity Wealth](https://altss.com/profile/entruity-wealth)

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Last updated: 2026-07-06T01:24:16.022Z

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