Ententvest Inc.

EntentVest, Inc., a California-registered investment adviser established in 2021, specializes in offering discretionary portfolio management services to clients. The firm, led by President and CEO Scott A. Schwartz, tailors investment advice to meet clients' needs and objectives, utilizing various types of securities such as equities, bonds, and ETFs. EntentVest also provides financial planning services, including retirement planning, estate assessment, and tax planning strategies. The firm partners with Betterment for Advisors for custodial services, offering goal-based investment management, portfolio construction tools, and ESG investing principles. EntentVest charges advisory fees based on a percentage of assets under management, with financial planning services included at no additional charge. Clients may impose reasonable restrictions on investing in certain securities. The firm does not charge performance-based fees and serves individuals, high net worth clients, charitable organizations, and businesses with no minimum account size requirement. EntentVest accepts discretionary authority for client accounts, allowing limited power of attorney to manage investments without prior client permission. Clients receive monthly statements and trade confirmations from the custodian. Scott Schwartz, the managing member, has no disciplinary actions and is self-supervised.