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Entruity Wealth, LLC

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Client assets under management

$162,526,126

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Clients

302

24% high-net-worth

Advisors

2

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

151

Very High

Average account size

$538,166

About

Entruity Wealth serves individuals (including high‑net‑worth clients), trusts, estates, employer retirement plans and business entities with investment advisory, financial planning, retirement plan consulting and cash management services. The firm offers both comprehensive portfolio management and standalone planning engagements, and also arranges held‑away retirement account management through third‑party platforms.

Portfolios are built using asset‑allocation and a mix of fundamental, technical and charting analysis across equities, fixed income, ETFs, mutual funds and alternative instruments, and are monitored and rebalanced on an ongoing basis. Notably, the firm can employ borrowing (margin) and derivatives strategies within separately managed accounts and uses third‑party model tools (including a model marketplace and a subscription program) to implement and tax‑manage portfolios.

Compared with many peers, Entruity operates as a small advisory team managing a mid‑sized asset base while integrating multiple platform relationships (including model marketplace and held‑away solutions) and offering services tied to brokerage and insurance affiliations. The firm’s use of margin and derivatives in client SMAs, its participation in third‑party managed and model platforms, and its advisors’ dual registration with a broker‑dealer and as insurance agents are among the operational features that distinguish its practice.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Cash flow / budgeting

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Fee options

Fixed

Financial planning and consulting flat fees up to $30,000, generally minimum $1,000

Commissions

Representatives receive commissions for sale of securities and insurance products

Other

Minimum fee: Financial planning flat fees generally assessed a minimum of $1,000

Main office location

Entruity Wealth, LLC

11601 Bolthouse Drive, Suite 120

Bakersfield CA 93311, United States

Number of offices

1

Most active in

More info

California · Idaho · Nebraska · Texas

Disclosures

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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook YouTube Website 661-368-8994

Advisors at this firm

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Bradley B

CFP®, Series 63, Series 65

Bakersfield, CA

Entruity Wealth, LLC

Bradley Barnes is a CFP® with 44 years of industry experience, currently serving as President and CIO at Entruity Wealth, LLC in Bakersfield, CA. His prior experience includes roles at Purshe Kaplan Sterling Investments and Morgan Stanley. He is a board advisor for the Estate Planning Council of Bakersfield and serves on the board of the Downtown Rotary Club of Bakersfield. Entruity Wealth manages approximately $128.6 million across about 281 client relationships, primarily serving individual and high-net-worth clients with portfolio management, financial planning, retirement-plan consulting, and cash management. The firm employs multiple asset-allocation strategies and incorporates borrowing, derivatives, and structured instruments in its investment approach, while also offering managed held-away accounts and estate-planning support.

Options & derivatives strategies Cash flow / budgeting
user avatar

Andrew B

CFP®, Series 63, Series 66

Bakersfield, CA

Entruity Wealth, LLC

Andrew Barnes is a CFP® professional with 10 years of industry experience, currently serving as President and CIO at Entruity Wealth, LLC in Bakersfield, CA. His prior experience includes roles at Morgan Stanley and Purshe Kaplan Sterling Investments. Barnes also holds a Fixed Insurance Agent license and dedicates part of his practice to fixed insurance. Entruity Wealth manages approximately $128.6 million across about 281 client relationships, focusing on individual and high-net-worth clients. The firm offers comprehensive portfolio management, financial planning, retirement-plan consulting, and cash management, utilizing multiple asset-allocation strategies and a range of public and private securities, including active use of derivatives and structured instruments.

Options & derivatives strategies Cash flow / budgeting
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