ENTREFOLIO LLC
Regulated Entity Broker-Dealers and Investment Advisers
CRD Number
312977
Doing Business As (DBA)
ENTREFOLIO WEALTH MANAGEMENT
Registration Type
Registered
Additional Information
Address1
567 OAKLAND AVE # 111
City
OAKLAND
State
CA
Zip
94611
Actions and Orders
License or Case Number
CRD # 312977 and CRD # 3219740; Investment Adviser Firm Summary CRD # 312977/SEC#:801-120559
Date of Initial Action
09/17/2025
Defendant/Respondent
Entrefolio LLC
Documents
- 09/17/25 – Order to Discontinue Violations (PDF)
Documents
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More Information
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