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=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$147MItem 5.F on the latest filing (2026-03-06); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$142M

Private client RAUM

$142MderivedItem 5.D individuals plus high net worth individuals

Private client share

97%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$49.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

280

Individual clients

79

High net worth clients

77

Custody, client assets

$131M

SEC number

801-132186

CRD

318115

Filings on the tape

3

First filed

Apr 1, 2025

Latest filed

Mar 6, 2026

Organised

Limited Liability Company, FL

• Occurred

  Mar 8, 2022
  Team lift-out

  2 advisors left Equitable Advisors, LLC (Miami, FL) for Entelevest, LLC within 2 days

  Form ADVobserved 5 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f258e085-fe40-54de-b5ad-bc0543041a3f

First observed

Apr 1, 2025

Last observed

Mar 6, 2026 6 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.