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The fee is billed in advance or in arrears and is negotiable.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 20 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Entruity Wealth use?","answer":"Entruity Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $164M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Entruity Wealth have?","answer":"Entruity Wealth has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Entruity Wealth invest in?","answer":"At the end of its last fiscal year, Entruity Wealth’s separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities and 6% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Entruity Wealth?","answer":"Entruity Wealth is owned through a trust by Andrew Barnes. Its direct owner is Acb Irrevocable Trust (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Entruity Wealth get paid?","answer":"Entruity Wealth 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Entruity Wealth?","answer":"Entruity Wealth’s main office is at 11601 Bolthouse Drive, Suite 120, Bakersfield, CA 93311. Its phone number is 661-368-8994. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}