# ENTREWEALTH, LLC

ENTREWEALTH, LLC of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 317553
- Type: SEC-registered investment adviser
- SEC file number: 801-130035
- Location: 1101 QUAKER RIDGE DR, AUSTIN, TX, 78746
- Phone: 512-240-2244
- Latest filing: 2026-04-16
- Regulatory AUM: $326.3M
- Discretionary AUM: $318.9M
- Non-discretionary AUM: $7.4M
- Clients: 20
- Accounts: 617

## Business model

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

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Edward Socha | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Mark Wheelis | CHIEF FINANCIAL OFFICER | — |
| SOCHA JEFFREY EDWARD | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317553/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317553/similar
- Related entities: https://search.stillhousedata.com/firm/317553/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317553

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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.