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Building 2ENTRUST WEALTH ADVISORS, LLC

Map pinSAN DIEGO, CA
Phone(858) 257-4646
NotebookSEC #801-114189
Total AUM
$367.5M
Employees
5
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12760 HIGH BLUFF DRIVE
SUITE 110
SAN DIEGO
CA 92130
United States
Operating Hours
6:00AM - 4:00PM
Monday - Friday
Phone
(858) 257-4646

ReceiptFinancials

Total AUM
$367.5M
Accounts
436
Discretionary
$367.5M
Accounts
436
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
44
AUM
$15M
HNW Individual Clients
76
AUM
$346.7M
Pension/Profit Sharing Plan Clients
1
AUM
$5.7M
Corporation or Business Clients
2
AUM
$63K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
REAL PROPERTY MANAGEMENT FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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