Entrust Wealth Advisors, LLC

Entrust Wealth Advisors, LLC (CRD# 299040) is a financial advisory firm headquartered in San Diego, CA. They manage $367,471,815 in 436 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
12760 High Bluff Drive, Suite 110, San Diego, CA 92130
https://www.entrustwealthadvisors.com
By the Numbers
  • Total Assets Under Management
    367
    MILLION
  • Total Number of Accounts
    436
    ACCOUNTS
  • Average Account Value
    $842,825
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • 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.

CA, NY, TX

Financial Advisors at Entrust Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Daniel Conners, financial advisor San Diego CA
Daniel Conners
CRD#: 1185549
12760 High Bluff Drive, Suite 110, San Diego, CA 92130

Daniel Conners (CRD# 1185549) is an Investment Advisor Representative working at Entrust Wealth Advisors, LLC in San Diego, CA and has over 40 years of experience in the finance industry.

2
Michael Crawford, financial advisor San Diego CA
Michael Crawford
CRD#: 4573690
12760 Highbluff Drive, Suite 110, San Diego, CA 92130

Michael Crawford (CRD# 4573690) is an Investment Advisor Representative working at Entrust Wealth Advisors, LLC in San Diego, CA and has over 21 years of experience in the finance industry.

3
Brennan Cobb, financial advisor San Diego CA
Brennan D. Cobb
CRD#: 7214910
12760 High Bluff Drive, Suite 110, San Diego, CA 92130

Brennan Cobb (CRD# 7214910) is an Investment Advisor Representative working at Entrust Wealth Advisors, LLC in San Diego, CA and has over 2 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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