Entrepreneur Wealth

Entrepreneur Wealth provides preliminary financial planning and consulting to individuals, families, small businesses, and retirement plans, focusing on gathering client information and identifying broad planning considerations such as budgeting, retirement planning, and high‑level asset allocation concepts. The firm does not manage client assets, select securities, or execute trades; it refers clients to unaffiliated Investment Adviser Managers for comprehensive investment management under separate agreements.

The firm operates principally as a promoter/referral adviser: it evaluates client needs, discusses general investment concepts, and maintains written promoter agreements with third‑party advisers, receiving referral compensation from those Investment Adviser Managers. Entrepreneur Wealth may share client information with, and participate in meetings among, clients and the selected managers to assist continuity, but it does not assume responsibility for those managers’ investment decisions, account monitoring, or trading activity.

Noteworthy features disclosed in the brochure include an affiliation with an accounting firm (Green and Company) that pays Entrepreneur Wealth a monthly consulting fee for providing financial planning and advisory‑related consulting to that accounting firm’s clients, and ownership ties through entities such as CPA Wealth Partners that create multi‑level referral relationships and potential conflicts of interest. The firm’s combination of offering financial planning and adviser‑selection services while not providing discretionary asset management — and its explicit absence of private fund advisory activity — distinguishes it from many peers in its category.