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Rafael Kronenberg

Investment adviser representative at Entrewealth
11 yearsExperience
2 statesRegistered in
$326.3MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Entrewealth , LLCApr 2026 to now
  2. N/aSep 2025 to Mar 2026
  3. Fidelity InvestmentsMar 2025 to Sep 2025
  4. Fidelity Brokerage Services LLCMay 2018 to Sep 2025
  5. Shoshana TechnologiesOct 2015 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 2 states (MI, TX).

Entrewealth

Legal name: Entrewealth, LLC

$326.3MAssets managed
174Clients
18Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6953411
Firm CRD
317553
Advisor's SEC record (opens in a new tab)
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