Entrewealth

Entrewealth (CRD# 317553) is a financial advisory firm headquartered in Austin, TX. They manage $174,652,538 in 492 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1101 Quaker Ridge Dr, Austin, TX 78746
https://www.jeffsocha.com
By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    492
    ACCOUNTS
  • Average Account Value
    $354,985
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Entrewealth
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Socha, financial advisor Austin TX
Jeffrey E. Socha
CRD#: 5771483
Austin, TX

Jeffrey Socha (CRD# 5771483) is an Investment Advisor Representative working at Entrewealth in Austin, TX and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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