This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pioneer catalystRadial +more
- Established Date
- 12-14-2021
- Office Locations
- 16
Office Locations
About Entrewealth
Socha Capital is a nationwide fractional multi-family office serving founders, entrepreneurs, and ultra-high-net-worth families. Through its SEC-registered RIA EntreWealth and affiliated planning team, it integrates tax-efficient investment management with advanced tax, risk, cash flow, and legal/estate planning for business owners, including pre-liquidity and exit planning. Founder Jeff Socha has been featured as a Fox News financial expert and the firm ranked #627 on the 2025 Inc. 5000.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFREY EDWARD SOCHA
Chief Compliance Officer, Manager, President
- CRD
- #5771483
- Ownership
- 75% or more
Mark Wheelis
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Isabelle Marie Beal
Senior Associate Financial Planner
- CRD
- #7637800
ZOE BENDER
Financial Planner
- CRD
- #7122721
Peak eagle
North vertex atlas
- CRD
- #48119
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $318,868,320 | $519,330 |
| Non-Discretionary | $7,446,111 | $2,482,037 |
| Total | $326,314,431 | $528,873 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $326,314,431
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $646,026,561 | 12.1% |
| Cash | $790,181,248 | 14.8% |
| Other | $234,918,749 | 4.4% |
| Private Funds | $987,726,560 | 18.5% |
| Municipal Bonds | $512,549,999 | 9.6% |
| U.S. Government/Agency | $816,876,560 | 15.3% |
| Corporate - Investment Grade | $640,687,498 | 12.0% |
| Other | $710,095,310 | 13.3% |
| Total | $5,339,062,485 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL PIONEER | PEAK RIDGE | SZ5JU0GDH | TVFF | 11.61% | $20,964,012 |
| SIGNAL GLACIER | EAGLE ZENITH | FUXD9KH86 | LWB | 5.73% | $79,738,174 |
| PIONEER SIGNAL | HARBOR CATALYST | 55V7WQPJ4 | LBKUC | 9.71% | $58,881,910 |
| MATRIX VALUE | MATRIX EMBER | FANNLAJKC | EQRS | 8.71% | $79,214,443 |
| MERIDIAN VITAL HORIZON | VERTEX FRONTIER | CV62CPIEA | TZZKT | 7.08% | $58,995,216 |
| LEGACY FOUNDATION | HARBOR HARBOR | 14LTJAB9O | RYJI | 9.52% | $82,718,086 |
| LEGACY FUSION QUANTUM | INSIGHT MOMENTUM | MFOGSJMSK | VIFS | 8.29% | $119,605,826 |
| PATHWAY ALPHA | UNISON MOMENTUM | BMG8JTTZM | MZO | 9.92% | $29,531,808 |