Entruity Wealth, LLC

Entruity Wealth serves individuals (including high‑net‑worth clients), trusts, estates, employer retirement plans and business entities with investment advisory, financial planning, retirement plan consulting and cash management services. The firm offers both comprehensive portfolio management and standalone planning engagements, and also arranges held‑away retirement account management through third‑party platforms.

Portfolios are built using asset‑allocation and a mix of fundamental, technical and charting analysis across equities, fixed income, ETFs, mutual funds and alternative instruments, and are monitored and rebalanced on an ongoing basis. Notably, the firm can employ borrowing (margin) and derivatives strategies within separately managed accounts and uses third‑party model tools (including a model marketplace and a subscription program) to implement and tax‑manage portfolios.

Compared with many peers, Entruity operates as a small advisory team managing a mid‑sized asset base while integrating multiple platform relationships (including model marketplace and held‑away solutions) and offering services tied to brokerage and insurance affiliations. The firm’s use of margin and derivatives in client SMAs, its participation in third‑party managed and model platforms, and its advisors’ dual registration with a broker‑dealer and as insurance agents are among the operational features that distinguish its practice.