Entrusted Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,500,000
Total clients
12
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$625,000
About
Entrusted Wealth serves individuals and families and also accepts foundations, endowments and other non-profit organizations, providing financial planning and discretionary portfolio management. The firm charges asset-based advisory fees and implements portfolios primarily with mutual funds and exchange-traded funds rather than individual stocks or bonds.
The investment approach is grounded in Modern Portfolio Theory and a long-term, buy-and-hold philosophy that emphasizes broad diversification and asset allocation over market timing or stock picking. Portfolios are customized for each client, with implementation and ongoing monitoring that can include rebalancing, quarterly reporting, Monte Carlo analysis for planning, and tax-loss harvesting recommendations; the firm relies heavily on low-turnover DFA funds in its allocations.
What is distinctive is that this small, single-advisor RIA manages both individual households and institutional clients such as foundations and endowments, a mix that is uncommon for firms of this size. The firm’s principal holds both CFA and CFP® credentials, works remotely in operations for another financial institution (a role the firm discloses can occupy a substantial portion of trading hours), and maintains an institutional custody relationship that provides digital account infrastructure and support—operational features the brochure notes and addresses with disclosure and prioritization policies.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Social Security optimization
Equity Recipients (RS/RSU, SOP, ESPP)
Life insurance needs analysis
Multi-generational wealth transfer
Fee options
Standalone financial planning services typically $3,900 per year, prorated if completed early
$0 - $2 million: 0.75% annually $2 million - $5 million: 0.50% annually $5 million+: No fee for assets above $5 million
Main office location
Entrusted Wealth
1001 S. Main St. Ste 600
Kalispell MT 59901, United States
Number of offices
1
Most active in
Entrusted Wealth has reported serving >5 clients in these states in the last 12 months.
Montana
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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