A complete list of active advisors currently associated with Entelevest, LLC

Warmer can help you find a great advisor at Entelevest, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Entelevest, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.