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.
- Entrewealth, LLCJan 2026 to now
- Dirty Paws LLCJan 2025 to now
- Self-employedFeb 2024 to Dec 2025
- N/a - Extended TravelDec 2023 to Jan 2024
- Trilogy FederalJun 2021 to Nov 2023
- Ucla History DepartmentJun 2018 to May 2021
- UclaSep 2017 to Mar 2021
- 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