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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2017
- Office Locations
- 1
Office Locations
About Entruity Wealth, LLC
Entruity Wealth is a family-run RIA providing financial planning and investment management, helping clients clarify goals and make key life decisions. Based in Bakersfield, CA, the firm supports entrepreneurs and other individuals/families with portfolio construction, tax and estate planning, insurance, and business-succession needs. The approach centers on asset allocation using mutual funds and ETFs, with access to alternatives and real estate strategies, and custody at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW CALVIN BARNES
Chief Investment Officer, President
- CRD
- #6056718
- Ownership
- Less than 5%
BRADLEY CALVIN BARNES
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #726498
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $167,686,867 | $218,342 |
| Non-Discretionary | $3,567,546 | $713,509 |
| Total | $171,254,413 | $221,545 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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