Entelevest, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$142,102,659
Clients
156
Advisors
3
of 3 employees
About
Entelevest provides advisory services to individuals (including high‑net‑worth clients), employee benefit plans, and businesses, offering discretionary wealth management, financial planning, 401(k)/pension advisory, and insurance consulting. The firm uses firm‑developed model portfolios and also offers non‑discretionary consulting and single‑subject planning engagements.
The firm typically manages client accounts on a discretionary basis, conducts at least quarterly reviews and rebalances, and manages certain “held‑away” defined contribution accounts via the Pontera platform without taking custody of client credentials. Entelevest directs brokerage to Schwab and, by policy, generally places client transactions separately rather than aggregating orders, which can produce different execution results across accounts.
Distinctive features disclosed in the brochure include a recent transition to SEC registration and a stated practice of recommending certain cryptocurrency‑linked ETFs for qualified clients while limiting exposure and detailing the significant risks involved. The firm also uses a third‑party insurance platform (DPL) for clients who pursue insurance or annuity solutions and discloses that relationship as a potential conflict of interest.
Client services
Expertise
Fee options
Start-up 401(k) fee of $1,000; $1,000 flat fee annually for 401(k), Pension, and Profit-Sharing Plan Advisory Services under $100,000
$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.90% $5,000,000 - $9,999,999: 0.80% $10,000,000+: Negotiable
$250 - $450 per hour for financial planning and consulting services
Account minimum: $500,000 Fee-only: Financial planning fixed fees generally range from $5,000 to $20,000; hourly fees from $250 to $450
Main office
121 Alhambra Plaza, Suite 1209
Coral Gables FL 33134
Advisors at this office
3
Most active in
Florida
Also doing business as
Entelechy Wealth, LLC · Entelevest, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Justin R
CFP®, Series 66
Coral Gables, FL
Entelevest, LLC
Justin Rams is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at Entelevest, LLC since 2022 and previously held roles at Equitable Advisors and AXA Advisors. Rams is based in Coral Gables, FL, and holds a Series 66 license. Entelevest provides advisory services to individuals, employee benefit plans, and businesses, offering discretionary wealth management, financial planning, and insurance consulting. The firm manages client accounts primarily on a discretionary basis, uses firm-developed model portfolios, and employs specific approaches to brokerage and cryptocurrency-linked ETF recommendations.
Brandon D
CFP®, Series 66
Coral Gables, FL
Entelevest, LLC
Brandon Diaz is a CFP® and holds a Series 66 license, with four years of industry experience. He has worked at Entelevest, LLC since 2022 and previously held roles at Equitable and Equitable Advisors. Outside of financial advising, he has experience with DBB Collectables. Entelevest works with individual clients, including high-net-worth households, and serves plan sponsors and fiduciaries of employer retirement plans. The firm provides discretionary wealth management, comprehensive financial planning, and retirement plan consulting, using firm-developed model portfolios and a combination of quantitative and fundamental investment methods.
Juan H
CFP®, ChFC®, Series 63, Series 65
Coral Gables, FL
Entelevest, LLC
Juan Hanuszkiewicz is a CFP® and ChFC® with 16 years of industry experience. He is currently with Entelevest, LLC, where he has worked since 2021, following prior roles at Equitable Advisors and Axa Advisors. Entelevest serves individual clients, including high-net-worth households, as well as plan sponsors and fiduciaries of employer retirement plans. The firm provides discretionary wealth management and comprehensive financial planning, using firm-developed model portfolios and a combination of quantitative and fundamental investment methods.
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