$147.0M Total AUM
$142.3M Disc. AUM
-- 3Y CAGR
3 Employees
162 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- RidgeBridge +more
- Established Date
- 03-15-2022
- Office Locations
- 1
Office Locations
121 Alhambra Plaza Suite 1209 Coral Gables FL
About Entelevest, LLC
Entelevest, LLC is a fee-only, fiduciary RIA providing comprehensive wealth management, investment management, and financial planning for high-net-worth individuals, businesses, and institutions. The firm follows a structured process blending fundamental, technical, and behavioral analysis to design and monitor portfolios, with notable use of public funds and ETFs. Custodies client assets at Charles Schwab.
Team overview
-- AVG AGE
$73.5M AVG AUM / ADVISOR
$907.6K AVG AUM / CLIENT
4 yrs AVG TENURE
3 Employees
2 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Horizon Capital frontier Meridian Fusion Legacy element Oak beacon Crest oak
Client Personas
Pioneer Beacon
Custodian
Signal Eagle Timber Focus Legacy
Investment Themes
Optima beacon Bridge quantum Ember vertex
Investment Vehicles
Peak ridge Harbor beacon
Platform
Quantum peak Prime prime
Services
Timber vertex North eagle Crest focus Element Wave bridge Ridge prime Alpha Beacon zenith
Technology
Vector Beacon signal Momentum
Owner & Executives
J
JUAN PABLO HANUSZKIEWICZ
Chief Compliance Officer, President
- CRD
- #5678653
- Ownership
- 75% or more
(764) 433-5329
element.frontier@pathwaycapital.com
in linkedin.com/in/meridian-frontier
Showing 1 of 1 owners & executives
Unlock allContacts
B
Brandon Alexander Diaz
Paraplanner
- CRD
- #7418281
(312) 473-9922
prime.radial@peakcapital.com
in linkedin.com/in/ridge-crest
J
Justin Alexander Rams
Controller
- CRD
- #6669305
(725) 610-8725
pathway.matrix@embercapital.com
in linkedin.com/in/harbor-zenith
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,273,065 | $521,147 |
| Non-Discretionary | $4,759,452 | $679,922 |
| Total | $147,032,517 | $525,116 |
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Separately Managed Accounts
Total SMA Asset: $147,032,517
Public Funds:
25.5% Equity - Exchange:
7.8% Other:
7.5% Cash:
22.0% Corporate - Investment Grade:
6.7% Derivatives:
21.1% U.S. Government/Agency:
9.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,166,348,860 | 25.5% |
| Equity - Exchange | $662,647,887 | 7.8% |
| Other | $637,161,430 | 7.5% |
| Cash | $1,869,006,860 | 22.0% |
| Corporate - Investment Grade | $569,197,544 | 6.7% |
| Derivatives | $1,792,547,488 | 21.1% |
| U.S. Government/Agency | $798,575,658 | 9.4% |
| Total | $8,495,485,727 | 100.0% |