Entruity Wealth, LLC

Entruity Wealth, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Bakersfield, California. On its latest Form ADV, filed March 20, 2026, it reports $171M in regulatory assets under management, 302 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	288331 · SEC file 801-122252
Office	11601 Bolthouse Drive, Suite 120 Bakersfield, CA 93311
Phone	(661) 368-8994
Website	www.entruity.com
Regulatory assets under management	$171M ($168M discretionary)
Individual clients	229 non-high-net-worth, 73 high-net-worth
Financial planning clients	1-10
How it charges	Percentage of assets, Hourly, Fixed fee
Services	Financial planning, Portfolio management, Pension consulting
Employees	4
Disciplinary disclosures	None reported
Latest Form ADV filing	March 20, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Bakersfield

• Barnes Wealth Management Group $477M
• Woodward Diversified Capital, LLC $610M
• Mestmaker & Petrey Wealth Advisors $141M
• Wealthtarget Investment Advisors, LLC $75M
• Anchor Point Financial $174M
• Bolthouse Investment Management Services $631M

See all 7 fee-only advisers in Bakersfield →