Entelevest provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
Entelevest reports 162 clients. They include 79 individual clients, 77 high-net-worth individuals, and 6 corporations and other businesses. Of its assets, 96.8% ($142M across 273 accounts) are managed with discretion; $4.76M across 7 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 19% |
| High-net-worth individuals | 48% | 78% |
| Corporations and other businesses | 4% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 79 | $27.4M | 18.6% | $346K |
| High-net-worth individuals | 77 | $115M | 78.0% | $1.49M |
| Corporations and other businesses | 6 | $4.93M | 3.4% | $822K |
| Total | 162 | $147M | 100% | $908K |
- Clients
- 79
- Regulatory AUM
- $27.4M
- AUM share
- 18.6%
- Avg. per client
- $346K
- Clients
- 77
- Regulatory AUM
- $115M
- AUM share
- 78.0%
- Avg. per client
- $1.49M
- Clients
- 6
- Regulatory AUM
- $4.93M
- AUM share
- 3.4%
- Avg. per client
- $822K
Total
- Clients
- 162
- Regulatory AUM
- $147M
- AUM share
- 100%
- Avg. per client
- $908K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Entelevest charges 0.80%–1.50% a year for its Wealth Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- 401(k), Pension and Profit-Sharing Plan Advisory Services
- Plan fee schedule from $1,000 flat under $100,000, then 1.00% down to 0.35%, negotiated above $5,000,000; start-up fee $1,000; billed quarterly in advance.
- Financial Planning Services
- Fixed fee generally $5,000 to $20,000, negotiable; in certain cases an hourly fee of $250 to $450, with half payable in advance.
Juan Hanuszkiewicz owns 75% or more of Entelevest. The leadership team of Entelevest includes President Juan Hanuszkiewicz. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Entelevest, LLC
Juan Hanuszkiewicz
Control person · since October 2021
Entelevest’s regulatory assets grew from $110M (April 2025) to $147M (March 2026); clients rose from 147 to 162 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $147M | 162 | 3 | 1 |
| Apr 2025April 2025 | $110M | 147 | 3 | 1 |
Besides its headquarters, Entelevest has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 121 Alhambra Plaza, Suite 1209, Coral GablesHQ
Contact and registration details
- Legal name
- Entelevest, LLC
- Headquarters
- 121 Alhambra Plaza, Suite 1209, Coral Gables, FL 33134
- Website
- entelevest.com
- Phone
- 305-390-4197
- @entelevest
- SEC file
- 801-132186
- Structure
- Florida LLC
- Fiscal year end
- December
Entelevest’s named custodian for separately managed accounts is Charles Schwab ($132M). Entelevest has custody of $131M for 239 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $132M100%
At year end, Entelevest’s separately managed accounts were mostly in funds (66%) and stocks (24%). Its reported 13F holdings for the quarter ended 30 June 2026 total $117M across 142 positions; the largest are Schwab Strategic TR (9.4%), Dimensional ETF Trust (6.1%) and Vanguard World FD (4.6%).
What the accounts hold
- Stocks24%
- Funds66%
- Bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash2%
- Other6%
- Annuities5%
- Derivatives1%
How many clients does Entelevest have?
Entelevest has 162 clients and manages $147 million for them, as of March 2026. They include 79 individual clients, 77 high-net-worth individuals, and 6 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026
What services does Entelevest offer?
Entelevest provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Entelevest charge?
Entelevest charges 0.80%–1.50% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.
Source: ENTELEVEST, LLC DISCLOSURE BROCHURE, filed 6 March 2026
Which custodians does Entelevest use?
Entelevest’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $132M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026
How many financial advisors does Entelevest have?
Entelevest has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Entelevest invest in?
At the end of its last fiscal year, Entelevest’s separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 5% other, 2% cash and equivalents, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% derivatives. The 5% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Entelevest?
Entelevest’s direct owner is Juan Hanuszkiewicz (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026
How does Entelevest get paid?
Entelevest is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Entelevest?
Entelevest’s main office is at 121 Alhambra Plaza, Suite 1209, Coral Gables, FL 33134. Its phone number is 305-390-4197. Its website is entelevest.com.
