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Rafael K
Series 66
Austin, TX
Entrewealth
Rafael Kronenberg is a financial advisor at EntreWealth with seven years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC and Fidelity Investments. Kronenberg also has experience in the technology sector with Shoshana Technologies. EntreWealth provides investment advisory services to individuals, businesses, and pension and profit-sharing plans, offering both discretionary and non-discretionary portfolio management guided by client-specific Investment Policy Statements. The firm employs a variety of analytical approaches and specializes in long-term trading strategies while referring financial planning and related services to an affiliated consulting entity.
Craig S
CFP®, Series 63, Series 65
Austin, TX
Entrewealth
Craig Slaubaugh is a CFP®-designated advisor at EntreWealth with 10 years of industry experience. His prior roles include positions at The Coury Firm, Waldron Private Wealth, and HBKS Wealth Advisors. EntreWealth serves individuals, businesses, and pension and profit-sharing plans, managing portfolios with client-specific Investment Policy Statements and employing various analytical approaches within a long-term trading strategy. The firm sponsors pooled investment vehicles and provides discretionary and non-discretionary portfolio management.
Jeffrey S
Series 63, Series 66
Austin, TX
Entrewealth
Jeffrey Socha is a financial advisor at EntreWealth with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms including Ark Financial Group and Central Wealth Management. He is also the owner of Socha Consulting, which provides investment advising, financial planning, tax planning, and business consulting. EntreWealth offers investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm employs a multi-strategy investment process focused on long-term trading and provides both discretionary and non-discretionary management through a nine-person advisory team.
Samuel K
CFP®, Series 66
Austin, TX
Entrewealth
Samuel Kim is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at EntreWealth, where he has worked since 2026. Prior to this, he held roles at several firms including Sanctuary Securities, Red Oak Wealth Management, NEXT Financial, and Northwestern Mutual. Outside of advisory work, he serves as Treasurer for Ad Fontes Inc, a nonprofit focused on aiding underprivileged communities, and works as an independent contractor providing expertise to improve AI language models. EntreWealth provides investment advisory services to individuals, businesses, and retirement plans, employing a mix of analytical approaches within client-specific Investment Policy Statements. The firm offers discretionary and non-discretionary portfolio management and sponsors pooled investment vehicles through an affiliated exempt-reporting adviser.
Joshua M
Series 65
Austin, TX
Entrewealth
Joshua Mumper is a financial advisor at EntreWealth with a Series 65 credential and three years of industry experience. He previously worked at Vance Wealth, Hcvt, and Richard Mumper & Associates. EntreWealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and retirement plans. The firm employs a range of analytical approaches, including fundamental and technical analysis, to implement long-term trading strategies tailored to each client’s Investment Policy Statement.
Austin D
CFP®
Austin, TX
Entrewealth
Austin Delery is a CFP® professional with nine years of experience in financial advising. He currently works at EntreWealth and has prior experience at Carson Wealth Management LLC among other firms. Outside of advisory roles, he is involved with The Olivier Group LLC, where he assists advisors with research, reporting, and daily operations. EntreWealth provides investment advisory services to individuals, businesses, and retirement plans, utilizing long-term trading strategies and a variety of analytical methods while adhering to client-specific investment policies.
Braxton K
Series 63, Series 65
Austin, TX
Entrewealth
Braxton King is an advisor at EntreWealth with Series 63 and Series 65 credentials and two years of industry experience. He has worked at firms including Bank of America and Merrill. EntreWealth provides investment advisory services to individuals, businesses, and pension and profit-sharing plans, offering portfolio management and custom Investment Policy Statements. The firm utilizes a range of analytical approaches and focuses on long-term trading strategies while referring clients seeking financial planning or related services to affiliated consulting entities.
Vincent D
CFP®
Austin, TX
Entrewealth
Vincent Damiani is a CFP® professional with one year of industry experience, currently serving as an advisor at EntreWealth. His prior experience includes roles at Corient, Corient Services LLC, and Rootstock Advisors. From 2013 to 2021, he was involved with 6MATT33 Inc., operating under the name Off the Hook. EntreWealth provides investment advisory services to individuals, businesses, and pension and profit-sharing plans, utilizing a combination of analytical approaches and client-specific investment policy statements to guide long-term trading strategies. The firm works with custodians such as Schwab Institutional and UMB and offers access to affiliated pooled investment vehicles.
Joseph I
Series 65
Austin, TX
Entrewealth
Joseph Ingram III is a financial advisor at EntreWealth with eight years of industry experience. He holds a Series 65 designation and previously worked at Centric Advisors, LLC for nine years. Outside of his advisory role, he serves as a board member of the Humble Whiskey Club and is a licensed insurance agent. EntreWealth provides investment advisory services to individuals, businesses, and pension and profit-sharing plans, employing a variety of analytical approaches and pursuing long-term trading strategies tailored to client-specific Investment Policy Statements. The firm also sponsors pooled investment vehicles and offers portfolio management through custodian platforms.
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