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Haley Maia Rao

Investment adviser representative at Entrewealth
11 yearsExperience
1 stateRegistered 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, LLCJan 2026 to now
  2. Dirty Paws LLCJan 2025 to now
  3. Self-employedFeb 2024 to Dec 2025
  4. N/a - Extended TravelDec 2023 to Jan 2024
  5. Trilogy FederalJun 2021 to Nov 2023
  6. Ucla History DepartmentJun 2018 to May 2021
  7. UclaSep 2017 to Mar 2021
  8. Old NavyDec 2015 to Sep 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (MA).

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
8212789
Firm CRD
317553
Advisor's SEC record (opens in a new tab)
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