Entree Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
1
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$0
About
Entree Wealth is a fee-only registered investment adviser that provides wealth management and comprehensive financial planning to individual clients, including those with high-net-worth profiles. Services include discretionary portfolio management and written financial plans that address investments, retirement, tax strategies, estate planning, college savings, business planning, and financial independence.
The firm’s investment approach blends modern portfolio theory with a combination of passive and active strategies, emphasizing asset allocation, manager and fund analysis, and tax efficiency; it may use customized ETF models when constructing portfolios. Clients typically grant limited discretionary authority, and the firm conducts ongoing plan monitoring and semiannual account reviews while incorporating tax planning into the advisory process, including review of draft tax returns when requested.
Compared with many peers, the firm’s principal holds both CFP® certification and Enrolled Agent status and dedicates a meaningful portion of client work to tax planning and tax-related services, which the brochure estimates at roughly 20% of client time. The adviser is newly registered (founded in 2025) but reports managing approximately $3.7 million in discretionary assets as of February 18, 2026, and it broadly considers clients’ investable assets when computing advisory fees.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
General tax planning
Wealth management
Fee options
$0 - $1,000,000: 1% $1,000,001 - $5,000,000: 0.6% $5,000,001+: 0.4%
Account minimum: $1,000,000 Minimum fee: Minimum $10,000 per annum ($2,500 per quarter) Fee-only: Fee-only firm, compensated solely by Clients for advisory services
Main office location
Entree Wealth LLC
Boulder CO, United States
Number of offices
1
Most active in
Entree Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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