# ENTRUST FINANCIAL LLC

ENTRUST FINANCIAL LLC of WAYNE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 174694
- Type: SEC-registered investment adviser
- SEC file number: 801-110230
- Location: 487 DEVON PARK DRIVE, WAYNE, PA, 19087
- Phone: 610-687-3515
- Latest filing: 2026-03-01
- Regulatory AUM: $350.9M
- Discretionary AUM: $347.9M
- Non-discretionary AUM: $3.0M
- Clients: 6
- Accounts: 855

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Martinez | ASSOCIATE INVESTMENT ADVISOR, SHAREHOLDER | Dunwoody, GA |
| Joslyn Gail Ewart | FOUNDER | — |
| Mckenzie Jane Frankel | PRINCIPAL | — |
| Jennifer Mary Bravo | PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| Jay Gordon Llewelyn | RESEARCH ANALYST & PORTFOLIO ASSOCIATE, SHAREHOLDER | — |
| EWART JOSLYN GAIL | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; FOUNDER | — |
| FRANKEL MCKENZIE JANE | MANAGING MEMBER; PRINCIPAL | — |
| MARTINEZ ALBERT JOSEPH | ASSOCIATE INVESTMENT ADVISOR, SHAREHOLDER | — |
| BRAVO JENNIFER MARY | INVESTMENT ADVISOR, SHAREHOLDER; PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| Llewelyn Jay Gordon | RESEARCH ANALYST & PORTFOLIO ASSOCIATE, SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174694/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174694/similar
- Related entities: https://search.stillhousedata.com/firm/174694/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174694

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.