# Entrusted Wealth

Entrusted Wealth is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://entrustedwealth.com
- **LinkedIn:** https://www.linkedin.com/company/entrustedwealth

## Regulatory record

- **CRD number:** 294185
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/294185

## About

Entrusted Wealth LLC is an independent registered investment adviser that delivers retirement planning and investment services for a flat, transparent fee. Clients receive unbiased advice and personalized service with no third-party commissions. The firm focuses on investment allocation, Social Security decisions, tax optimization, and ongoing investment management alongside retirement planning.

## Questions

### Who runs investment decisions at Entrusted Wealth?

No named investment principals have been publicly identified for Entrusted Wealth. The firm does not disclose its leadership or investment committee structure in any public source.

### How does Entrusted Wealth source proprietary deal flow?

There is no public information on how Entrusted Wealth sources investments. The firm has not published a strategy, investment thesis, or any evidence of proprietary deal flow.

### What investment stages does Entrusted Wealth typically target?

Entrusted Wealth has not publicly stated any stage preference, such as venture, growth, or buyout. Without disclosed portfolio activity, its stage focus cannot be determined.

### Which sectors does Entrusted Wealth explicitly avoid?

No sector exclusions or preferences have been publicly communicated by Entrusted Wealth. The firm does not provide a sector focus or negative screen in any public materials.

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- [ExodusPoint Capital Management](https://altss.com/profile/exoduspoint-capital-management-lp)
- [LELAH Financial](https://altss.com/profile/lelah-financial-llc)

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Last updated: 2026-08-11T15:06:42.396Z

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