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- Custodian
- --
- Clients
- Retail
- Platforms
- Focus valueCatalyst vital +more
- Established Date
- 02-01-2021
- Office Locations
- 1
Office Locations
About Entrefolio Wealth Management
Entrefolio Wealth Management is an independent RIA focused on entrepreneurs nationwide, delivering comprehensive wealth planning, holistic investment management, and retirement income strategies across plan design, implementation, and ongoing surveillance. The practice emphasizes investor psychology—using an Investing Personality quiz and money-habits framework to align decisions with client values. Public filings indicate ETF-centric managed accounts.
Team overview
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Investment Vehicles
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Owner & Executives
RIZA KHALIL HERNANDEZ
Chief Compliance Officer, Chief Executive Officer
- CRD
- #3219740
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,000,000 | $250,000 |
| Non-Discretionary | $1,200,000 | $272,727 |
| Total | $4,200,000 | $270,270 |
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Separately Managed Accounts
Total SMA Asset: $4,200,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,951,997,004 | 77.0% |
| Cash | $1,479,167,936 | 23.0% |
| Total | $6,431,164,940 | 100.0% |