Entruity Wealth, LLC

Entruity Wealth, LLC (CRD# 288331) is a financial advisory firm headquartered in Bakersfield, CA. They manage $119,307,988 in 641 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
11601 Bolthouse Drive, Suite 120, Bakersfield, CA 93311
https://www.linkedin.com/in/bradley-c-barnes/
By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    641
    ACCOUNTS
  • Average Account Value
    $186,128
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NE, TX

Financial Advisors at Entruity Wealth, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andrew Barnes, financial advisor Bakersfield CA
Andrew C. Barnes
CRD#: 6056718
11601 Bolthouse Drive, Suite 120, Bakersfield, CA 93311

Andrew Barnes (CRD# 6056718) is an Investment Advisor Representative working at Entruity Wealth, LLC in Bakersfield, CA and has over 8 years of experience in the finance industry.

2
Bradley Barnes, financial advisor Bakersfield CA
Bradley C. Barnes
CRD#: 726498
11601 Bolthouse Drive, Suite 120, Bakersfield, CA 93311

Bradley Barnes (CRD# 726498) is an Investment Advisor Representative working at Entruity Wealth, LLC in Bakersfield, CA and has over 43 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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