$7.5M Total AUM
$7.5M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- ValueUnison delta +more
- Established Date
- 06-19-2018
- Office Locations
- 1
Office Locations
1001 S. Main St. STE 600 Kalispell MT
About Entrusted Wealth
Entrusted Wealth is an independent registered investment adviser based in Kalispell, Montana, serving retail clients in the Flathead Valley with financial planning and portfolio construction. Portfolios are built largely with public funds and ETFs alongside cash management. The firm publishes regular market and economic outlook commentary, and supports accounts on platforms such as Altruist and Vanguard.
Team overview
-- AVG AGE
$7.5M AVG AUM / ADVISOR
$625.0K AVG AUM / CLIENT
7.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
8yrs Firm Age
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Asset Classes
Peak vertex Unison element Wave Value pioneer
Custodian
Timber Summit quantum
Fund Managers
Pathway
Investment Themes
Matrix signal Wave delta
Investment Vehicles
Focus glacier
Services
Capital Fusion timber Vector capital Insight
Technology
Optima Wave Vital alpha
Owner & Executives
TARY BEN MIDDLESWORTH JR
Chief Executive Officer
- CRD
- #4766017
- Ownership
- 75% or more
(652) 316-7816
atlas.glacier@catalystcapital.com
in linkedin.com/in/capital-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,500,000
Public Funds:
24.9% Equity - Exchange:
42.7% Cash:
32.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $514,863,128 | 24.9% |
| Equity - Exchange | $882,917,894 | 42.7% |
| Cash | $669,942,382 | 32.4% |
| Total | $2,067,723,404 | 100.0% |