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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ENTREWEALTH

ENTREWEALTH, LLC, CRD 317553

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7fabf076-a23c-1fe1-66c1-d5abfd72506d

Data as of Apr 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 11
On other graphs: 0
Observed: Mar 27, 2024 to Apr 16, 2026
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $326MItem 5.F on the latest filing (2026-04-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $319M
Private client RAUM: $319MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 16
RAUM per advisor: $20.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 20
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 617
Individual clients: 95
High net worth clients: 76
Custody, client assets: $319M
SEC number: 801-130035
CRD: 317553
Filings on the tape: 14
First filed: Mar 27, 2024
Latest filed: Apr 16, 2026
Organised: Limited Liability Company, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY EDWARD SOCHA	n/a	Austin, TX	4	16	4	no
JOHN MICHAEL GAMBONE	Certified Financial Planner\|Chartered Financial Consultant	AUSTIN, TX \| Chalfont, PA	3	12	3	no
Andrew Paul Vinciguerra	n/a	Fort Lauderdale, FL \| AUSTIN, TX	2	10	1	no
Wesley James Leftwich	n/a	AUSTIN, TX \| St. Louis, MO	2	15	2	no
MATTHEW ROBERT HILLER	n/a	Hopkins, MN \| AUSTIN, TX	1	12	1	no
JOSHUA DYLAN MUMPER	n/a	VALENCIA, CA \| AUSTIN, TX	1	13	1	no
Jonathan Paul Pasqua	Chartered Financial Analyst	AUSTIN, TX \| Stamford, CT	1	15	n/a	no
Isabelle Marie Beal	n/a	AUSTIN, TX \| Edmond, OK	0	12	1	no
Haley Maia Rao	n/a	Boston, MA \| AUSTIN, TX	0	10	n/a	no
Dylan Veatch	n/a	Prairie Village, KS \| AUSTIN, TX	0	10	1	no
Braxton King	n/a	South Ogden, UT \| AUSTIN, TX	0	11	2	no
Joseph Randolph Ingram	n/a	AUSTIN, TX \| Houston, TX	0	12	1	no
Samuel Kim	Certified Financial Planner	Harrington Park, NJ \| AUSTIN, TX	0	16	2	no
Vincent Anthony Damiani	Certified Financial Planner	AUSTIN, TX \| Pittsburgh, PA	0	13	1	no
RAFAEL KRONENBERG	n/a	AUSTIN, TX \| Pinckney, MI	0	10	2	no
CRAIG AARON SLAUBAUGH	Certified Financial Planner	Wexford, PA \| AUSTIN, TX	0	12	5	no
AUSTIN JAMES DELERY	Certified Financial Planner	AUSTIN, TX \| Metairie, LA	0	11	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SOCHA, JEFFREY, EDWARD	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	yes	10/2021	Mar 27, 2024	Nov 14, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SOCHA CAPITAL ENERGY FUND 2023 MANAGEMENT LLC	n/a	State registered	n/a	N	yes	n/a
SOCHA CONSULTING	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 16, 2026	$326M	$319M	20	10	0	n/a	n/a
2024	Apr 10, 2025	$223M	$222M	15	9	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
11	4	7	25.0%	2	1	0	18	7

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$326M	$223M	46.6%	n/a	n/a	20	15	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
VITAL CAPITAL LLC	2	Jul 18, 2023	Jul 20, 2023	CLINTON, IA	Team lift out	Other	50.0%

Relationships

Registered with (23)

← CRAIG AARON SLAUBAUGHAdvisorregistration: current employment
Jul 26, 2026 to presentfactForm ADV
← RAFAEL KRONENBERGAdvisorregistration: current employment
Apr 22, 2026 to presentfactForm ADV
← Samuel KimAdvisorregistration: current employment
Apr 15, 2026 to presentfactForm ADV
← Vincent Anthony DamianiAdvisorregistration: current employment
Apr 15, 2026 to presentfactForm ADV
← Joseph Randolph IngramAdvisorregistration: current employment
Apr 14, 2026 to presentfactForm ADV
← Braxton KingAdvisorregistration: current employment
Apr 12, 2026 to presentfactForm ADV
← Dylan VeatchAdvisorregistration: current employment
Feb 23, 2026 to presentfactForm ADV
← Haley Maia RaoAdvisorregistration: current employment
Feb 8, 2026 to presentfactForm ADV
← Isabelle Marie BealAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Jonathan Paul PasquaAdvisorregistration: current employment
May 28, 2025 to presentfactForm ADV
← JOSHUA DYLAN MUMPERAdvisorregistration: current employment
Apr 14, 2025 to presentfactForm ADV
← MATTHEW ROBERT HILLERAdvisorregistration: current employment
Feb 19, 2025 to presentfactForm ADV
← Wesley James LeftwichAdvisorregistration: current employment
Aug 26, 2024 to presentfactForm ADV
← Andrew Paul VinciguerraAdvisorregistration: current employment
Jan 15, 2024 to presentfactForm ADV
← JOHN MICHAEL GAMBONEAdvisorregistration: current employment
Jul 20, 2023 to presentfactForm ADV
← JEFFREY EDWARD SOCHAAdvisorregistration: current employment
Dec 14, 2021 to presentfactForm ADV
← ZOE BENDERAdvisorregistration: previous registration
Jan 28, 2026 to Jul 22, 2026factForm ADV
← Elliot JamesAdvisorregistration: previous registration
Jan 25, 2026 to Jun 12, 2026factForm ADV
← MACORD HENRI FORANAdvisorregistration: previous registration
Jan 26, 2026 to Feb 20, 2026factForm ADV
← Douglas William AumontAdvisorregistration: previous registration
Apr 10, 2025 to Nov 24, 2025factForm ADV
← Matthew Kelly SandstromAdvisorregistration: previous registration
Sep 12, 2024 to Jun 26, 2025factForm ADV
← Stephen MandracchiaAdvisorregistration: previous registration
Feb 27, 2025 to Apr 2, 2025factForm ADV
← Michael Allen HarrisAdvisorregistration: previous registration
Jul 20, 2023 to Mar 7, 2025factForm ADV

Affiliated with (1)

→ SOCHA CAPITAL ENERGY FUND 2023 MANAGEMENT LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Controls (1)

← SOCHA, JEFFREY, EDWARDOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 27, 2024 to Nov 14, 2024factForm ADV

Moved with (1)

← VITAL CAPITAL LLCRegistered adviser2 advisors, team lift out, same day
Jul 18, 2023 to Jul 20, 2023factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 22, 2026
Advisor changed firm
Zoe Bender left Entrewealth for Summit Financial, Llc (registered 2026-08-21)
Form ADVobserved 6 days ago
Occurred
Jun 12, 2026
Advisor changed firm
Elliot James left Entrewealth for Cerity Partners Llc (registered 2026-06-24)
Form ADVobserved 6 days ago
Occurred
Mar 16, 2026
Regulatory AUM changed
Entrewealth reported RAUM $326.3M, up 47% from $222.6M (2026-01-26 to 2026-03-16)
Form ADVobserved 6 days ago
$104M
Occurred
Feb 20, 2026
Advisor changed firm
Macord Henri Foran left Entrewealth for Creative Planning (registered 2026-05-12)
Form ADVobserved 6 days ago
Occurred
Nov 24, 2025
Advisor changed firm
Douglas William Aumont left Entrewealth for Creativeone Wealth, Llc (registered 2026-01-08)
Form ADVobserved 6 days ago
Occurred
Jun 26, 2025
Advisor changed firm
Matthew Kelly Sandstrom left Entrewealth for Pivotal Wealth And Tax (registered 2025-09-19)
Form ADVobserved 6 days ago
Occurred
Apr 2, 2025
Advisor changed firm
Stephen Mandracchia left Entrewealth for Tulip Financial Planning Llc (registered 2025-05-13)
Form ADVobserved 6 days ago
Occurred
Mar 7, 2025
Advisor changed firm
Michael Allen Harris left Entrewealth for Emory Wealth Llc (registered 2025-02-20)
Form ADVobserved 6 days ago
Occurred
Mar 27, 2024
First Form ADV filing
Entrewealth filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago
Occurred
Jul 18, 2023
Team lift-out
2 advisors left Vital Capital LLC (Clinton, IA) for Entrewealth on the same day
Form ADVobserved 6 days ago
2 advisors

Show 1 bookkeeping events

Occurred
Sep 15, 2026
Austin James Delery registered as an investment adviser representative at Entrewealth

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7fabf076-a23c-1fe1-66c1-d5abfd72506d
First observed: Mar 27, 2024
Last observed: Apr 16, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ENTREWEALTH

ENTREWEALTH, LLC, CRD 317553

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7fabf076-a23c-1fe1-66c1-d5abfd72506d

Data as of Apr 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:43 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY EDWARD SOCHA

n/a

Austin, TX

JOHN MICHAEL GAMBONE

Certified Financial Planner|Chartered Financial Consultant

AUSTIN, TX | Chalfont, PA

Andrew Paul Vinciguerra

n/a

Fort Lauderdale, FL | AUSTIN, TX

Wesley James Leftwich

n/a

AUSTIN, TX | St. Louis, MO

MATTHEW ROBERT HILLER

n/a

Hopkins, MN | AUSTIN, TX

JOSHUA DYLAN MUMPER

n/a

VALENCIA, CA | AUSTIN, TX

Jonathan Paul Pasqua

Chartered Financial Analyst

AUSTIN, TX | Stamford, CT

n/a

Isabelle Marie Beal

n/a

AUSTIN, TX | Edmond, OK

Haley Maia Rao

n/a

Boston, MA | AUSTIN, TX

n/a

Dylan Veatch

n/a

Prairie Village, KS | AUSTIN, TX

Braxton King

n/a

South Ogden, UT | AUSTIN, TX

Joseph Randolph Ingram

n/a

AUSTIN, TX | Houston, TX

Samuel Kim

Certified Financial Planner

Harrington Park, NJ | AUSTIN, TX

Vincent Anthony Damiani

Certified Financial Planner

AUSTIN, TX | Pittsburgh, PA

RAFAEL KRONENBERG

n/a

AUSTIN, TX | Pinckney, MI

CRAIG AARON SLAUBAUGH

Certified Financial Planner

Wexford, PA | AUSTIN, TX

AUSTIN JAMES DELERY

Certified Financial Planner

AUSTIN, TX | Metairie, LA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SOCHA, JEFFREY, EDWARD

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

10/2021

Mar 27, 2024

Nov 14, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SOCHA CAPITAL ENERGY FUND 2023 MANAGEMENT LLC

n/a

State registered

n/a

yes

n/a

SOCHA CONSULTING

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 16, 2026

$326M

$319M

n/a

2024

Apr 10, 2025

$223M

$222M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

25.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$326M

$223M

46.6%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

VITAL CAPITAL LLC

Jul 18, 2023

Jul 20, 2023

CLINTON, IA

Team lift out

Other

50.0%