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.

Firm class

independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$198MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$193M

Private client RAUM

$180MderivedItem 5.D individuals plus high net worth individuals

Private client share

91%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$39.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

497

Individual clients

106

High net worth clients

47

Custody, client assets

$36.1M

SEC number

801-121733

CRD

282711

Filings on the tape

10

First filed

Jun 10, 2021

Latest filed

Mar 26, 2026

Organised

Limited Liability Company, WI

Website

entasisassetmanagement.com

• Occurred

  Mar 23, 2026
  Advisor changed firm

  Thomas Robert Scholz left Entasis Asset Management Llc for Vogel Consulting, Llc (registered 2026-03-10)

  Form ADVobserved 4 days ago
• Occurred

  Jun 10, 2021
  First Form ADV filing

  Entasis Asset Management Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d06fd1b0-5774-05a6-ee75-4407dba1e4b5

First observed

Jun 10, 2021

Last observed

Mar 26, 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.