Entrusted Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,500,000
Clients
12
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$625,000
About
The firm provides investment management and comprehensive financial planning to individuals and families and also serves foundations, endowments and other non-profit organizations. Services include discretionary portfolio management implemented primarily with mutual funds and ETFs, retirement income and stock compensation planning, multi-generational and philanthropic planning, and standalone financial plans.
The firm’s investment approach emphasizes long-term asset allocation guided by Modern Portfolio Theory, with customized portfolios, quarterly monitoring, and planning analyses that may use Monte Carlo simulation. Implementation relies mainly on mutual funds and ETFs (including funds from Dimensional Fund Advisors), and the firm discloses use of cloud-based systems, AI tools for analysis and communications (with human review), and written cybersecurity and business-continuity practices.
Distinctive aspects include the firm’s stated willingness to manage institutional accounts such as foundations and endowments alongside individual households, a relatively uncommon practice for independent advisers of this type. The firm’s principal holds CFA and CFP credentials and discloses outside remote employment at a financial institution and the firm’s institutional custody relationship (and attendant digital tools), with those arrangements and any resulting conflicts described in its disclosures.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Equity Recipients (RS/RSU, SOP, ESPP)
Life insurance needs analysis
Multi-generational wealth transfer
Charitable giving & philanthropy
Fee options
$3,900 per year for standalone financial planning without investment management
$0 - $2 million: 0.75% annually $2 million - $5 million: 0.50% annually $5 million+: No fee
Main office location
Entrusted Wealth
1001 S. Main St. Ste 600
Kalispell MT 59901, United States
Number of offices
1
Most active in
Entrusted Wealth has reported serving >5 clients in these states in the last 12 months.
Montana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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.
Forms ADV
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