DFX Intelligence
RIA Intelligence
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SEC-registered adviser
E••••••••• L••
Latest filing Mar 6, 2026
First filing on the tape Apr 1, 2025 · 3 filings
SEC status approved since Mar 18, 2025
RAUM
$147M
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
97%
$142M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$49.0M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$147M as of Mar 6, 2026
Apr 1, 2025$110M then
HNW client RAUM$115M as of Mar 6, 2026
Apr 1, 2025$86.5M then
State-registered IARs (5.B.3)3 as of Mar 6, 2026
Apr 1, 20253 then
Employees (5.A)3 as of Mar 6, 2026
Apr 1, 20253 then
Private funds: no history
RAUM +33% over the last fiscal yearIARs 3 to 3
Practice profile
derived from the filing of Mar 6, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $49.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 52derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.5MderivedHNW RAUM over HNW clients
- Average account
- $525,116derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +33%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +9.1%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, otherreportedItem 5.G
- Custody
- $131M, 239 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$115M78%
- Individuals$27.4M19%
- Corporations and businesses$4.9M3.4%
- Individual clients
- 79reported
- HNW clients
- 77reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 280reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $131M for 239 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••• P•••• H•••••••••Certified Financial Planner, Chartered Financial Consultant | Coral Gables, Fl | Mar 15, 2022 | 17 y | 2 |
| J••••• A•••••••• R•••Certified Financial Planner | Coral Gables, Fl | Mar 21, 2022 | 13 y | 1 |
| B•••••• A•••••••• D•••Certified Financial Planner | Coral Gables, Fl | Nov 21, 2022 | 13 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- B•••••• A•••••••• D••• from E•••••••• A•••••••• L••Nov 21, 2022 · Affiliated broker-dealer or bank to independent RIA
- J••••• A•••••••• R••• from E•••••••• A•••••••• L••Mar 21, 2022 · Affiliated broker-dealer or bank to independent RIA
- J••• P•••• H••••••••• from E•••••••• A•••••••• L••Mar 15, 2022 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from E•••••••• A•••••••• L••Mar 8, 2022 · Miami, Fl
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- H••••••••• J•••• P•••• · President & Chief Compliance Officercontrolsince 10/2021 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Coral Gables, Fl · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 248 to 280Dec 22, 2025 to Mar 6, 2026
- Corporate clients · 4 to 6Dec 22, 2025 to Mar 6, 2026
- HNW clients · 64 to 77Dec 22, 2025 to Mar 6, 2026
- Assets in custody · $0 to $131MDec 22, 2025 to Mar 6, 2026
- Discretionary RAUM · $110M to $142MDec 22, 2025 to Mar 6, 2026
- HNW RAUM · $86.5M to $115MDec 22, 2025 to Mar 6, 2026
- Individual RAUM · $21.9M to $27.4MDec 22, 2025 to Mar 6, 2026
- Non-discretionary RAUM · $0 to $4.8MDec 22, 2025 to Mar 6, 2026
- RAUM · $110M to $147MDec 22, 2025 to Mar 6, 2026
Signals
1 dated events
- 2 advisors left E•••••••• A•••••••• L•• (Miami, FL) for E••••••••• L•• within 2 daysMar 8, 2022 · Team lift-out · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@entelevest.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- pablo@entelevest.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 786-598-8341reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 305-390-4197reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 786-723-6571reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- entelevest.comreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 305-390-4197reportedpublic record, Form ADV, Mar 6, 2026
- Contact form
- entelevest.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- entelevest.com/our-teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $49.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026