Entruity Wealth, LLC
Entruity Wealth, LLC is a family-run independent Registered Investment Adviser (RIA) headquartered in Bakersfield, California. Founded with a focus on personal, fiduciary-level wealth management and financial planning, the firm provides services such as personalized wealth management, financial planning, retirement plan management, institutional asset management, and 1031 exchange guidance. The firm serves high-net-worth individuals, businesses, and institutions, helping clients define and achieve their financial goals through tailored strategies. As of 2025, Entruity Wealth employs 4 professionals.
Investment Strategy
Entruity Wealth delivers individualized financial planning and investment advisory services, guided by each client's financial plan and risk tolerance. The firm creates custom portfolios and investment policies to align with clients' specific goals, using a consultative process that evolves over time. Their approach emphasizes asset allocation, risk management, and ongoing portfolio monitoring, and they act as a fiduciary for both individual and institutional clients, including foundations and endowments. They also manage retirement plans and advise on 1031 exchanges, with a focus on tax efficiency, diversification, and prudent risk control.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 13.31% | $15.7M | 396,664 | $35.49 | $39.49 | +$2.3M |
C CGUS | CAPITAL GROUP CORE EQUITY ET | 9.88% | $11.6M | 314,621 | $35.09 | $36.93 | +$1.8M |
L LMBS | FIRST TR EXCHANGE-TRADED FD | 5.31% | $6.2M | 126,722 | $48.69 | $49.26 | +$140.7K |
C CGSD | CAPITAL GRP FIXED INCM ETF T | 5.04% | $5.9M | 228,480 | $25.64 | $25.94 | +$36.2K |
C CGDG | CAPITAL GROUP DIVIDEND GROWE | 5.03% | $5.9M | 175,917 | $30.43 | $33.63 | +$741.6K |