Entruity Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$162,526,126
Clients
302
Advisors
2
of 4 employees
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
Expertise
Fee options
Financial planning and consulting flat fees up to $30,000, generally minimum $1,000
Representatives receive commissions for sale of securities and insurance products
Minimum fee: Financial planning flat fees generally assessed a minimum of $1,000
Main office
11601 Bolthouse Drive, Suite 120
Bakersfield CA 93311
Advisors at this office
2
Most active in
California · Idaho · Nebraska · Texas
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
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.
Andrew B
CFP®, Series 66, Series 63
Bakersfield, CA
Entruity Wealth, LLC
Andrew Barnes is a CFP® professional with 11 years of industry experience. He is the President and CIO of Entruity Wealth, LLC in Bakersfield, CA, where he has been since 2017. Prior to founding Entruity Wealth, Barnes worked at Morgan Stanley from 2015 to 2017. Entruity Wealth serves individuals, trusts, estates, employer retirement plans, and business entities by providing investment advisory, financial planning, retirement plan consulting, and cash management services. The firm employs asset-allocation strategies combined with fundamental, technical, and charting analysis, and utilizes margin and derivatives within separately managed accounts alongside third-party model tools to manage and tax-optimize client portfolios.
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