Entrewealth, LLC
Entrewealth, LLC is an SEC-registered investment adviser based in Austin, Texas. Founded in October 2021 by Jeffrey Socha, the firm provides investment advisory, financial planning, and family office services primarily for individuals (including high net worth), as well as pension and profit sharing plans. The firm employs approximately 15 professionals and focuses on delivering tailored investment solutions and comprehensive wealth management strategies.
Investment Strategy
Entrewealth takes a disciplined approach centered around well-constructed, diversified portfolios that align with clients’ risk tolerance, growth targets, estate plans, and business needs. The strategy is grounded in market efficiency theory, recognizing the difficulty in consistently outperforming the market, and thus employs selective, active management only where it adds value. Clients choose from over 21 portfolio strategy options which can be integrated with existing holdings. Each account is governed by a detailed Investment Policy Statement (IPS) specifying asset allocation, risk/return objectives, and adapts to market conditions. The firm emphasizes strategic planning, tax efficiency, and ongoing performance monitoring, aiming to optimize returns and maintain necessary liquidity for both personal and business financial goals.
Top Holdings
Equity Positions (65)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 10.51% | $15.2M | 358,703 | $40.46 | $42.36 | +$5.3M |
B BIL | SPDR SERIES TRUST | 9.57% | $13.8M | 150,819 | $91.55 | $91.73 | -$993.3K |
B BILS | SPDR SERIES TRUST | 5.91% | $8.5M | 85,941 | $99.22 | $99.43 | -$820.1K |
S SPYC | SIMPLIFY EXCHANGE TRADED FUN | 5.67% | $8.2M | 198,466 | $37.47 | $41.32 | +$1.9M |
D DFAI | DIMENSIONAL ETF TRUST | 4.38% | $6.3M | 183,297 | $31.22 | $34.57 | +$2.1M |