Entrust Financial LLC

CRD 174694 · Wayne, PA · $350.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 174694
SEC number: 801-110230
Firm type: RIA
Assets under management: $350.9M as of Mar 1, 2026
Website: www.balancingactbook.com ↗
Phone: 610-687-3515
Address: 487 Devon Park Drive, Wayne, PA, 19087

Advisors at this firm

5 in our index · page 1 of 1

Jennifer Mary BravoCRD 5857778 · Wayne, PA

IA RegisteredRegistration inactive
Joslyn Gail EwartCRD 2232801 · Wayne, PA

IA Registered
Mckenzie Jane FrankelCRD 4991378 · Wayne, PA

IA Registered
Jay Gordon LlewelynCRD 6666235 · Wayne, PA

IA RegisteredRegistration inactive
Joseph MartinezCRD 5541551 · Wayne, PA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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