Entasis Asset Management, LLC
Brookfield, Wisconsin
Entasis Asset Management, LLC at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 5 advisors are listed here; 3 of 5 hold the CFA.
- Its Form ADV reports 5 employees and 153 individual clients, 47 of them high net worth.
- Its average account is about $398,000 (assets it manages divided by its 497 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Brookfield, Wisconsin |
|---|---|
| [email protected] | |
| Phone | (262) 754-5292 |
Questions about Entasis Asset Management, LLC
How is Entasis Asset Management, LLC paid?
Entasis Asset Management, LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Entasis Asset Management, LLC have in the Wellspent public graph?
The Wellspent public graph lists 5 advisors at Entasis Asset Management, LLC, and 3 hold the CFA.
What is the average account at Entasis Asset Management, LLC?
Entasis Asset Management, LLC's average account is about $398,000. That's the assets on its Form ADV divided by its 497 accounts.
Entasis Asset Management, LLC fees
Entasis Asset Management, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $198 million |
| Individual clients | 106 |
| High-net-worth clients | 47 |
| Accounts managed | 497 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-121733) |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 282711 |