Samuel Kim
Investment adviser representative at Entrewealth
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$326.3MFirm assets
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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
16 years in the industry.
- Entrewealth, LLCApr 2026 to now
- Sanctuary Advisors LLCApr 2025 to Mar 2026
- Sanctuary Securities, Inc.Apr 2025 to Mar 2026
- Next FinancialOct 2022 to Apr 2025
- Red Oak Wealth Management, LLCOct 2022 to Apr 2025
- Northwestern MutualAug 2022 to Oct 2022
- Good News Church of NycJan 2010 to Jun 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7536404
- Firm CRD
- 317553