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EntreFolio Wealth ManagementFinancial advisor in Oakland, CA

EntreFolio Wealth Management is a financial advisor at 344 20th St, Oakland, CA 94611, ranked #17 of 72 wealth managers in Oakland and rated 5.0 from 6 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Oakland, CAUpdated 0 paid placements in any rankingHow we rank

Call (415) 917-3202

Key facts

Key facts about EntreFolio Wealth Management
Address344 20th St, Oakland, CA 94611Get directions
Phone(415) 917-3202
HoursMonday to Friday: 8:30 AM – 5:30 PM
Google rating5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Oakland and 11 towns within 25 miles: Emeryville, Piedmont, Alameda, Berkeley, Albany, Orinda, Moraga, El Cerrito, Chinatown, San Leandro and San Francisco.

Based in Oakland, CAView on map

Opening hours

Opening hours for EntreFolio Wealth Management
DayHours
Monday8:30 AM – 5:30 PM
Tuesday8:30 AM – 5:30 PM
Wednesday8:30 AM – 5:30 PM
Thursday8:30 AM – 5:30 PM
Friday8:30 AM – 5:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about EntreFolio Wealth Management

How is EntreFolio Wealth Management ranked in Oakland?

EntreFolio Wealth Management is ranked #17 of 72 wealth managers in Oakland by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are EntreFolio Wealth Management’s hours?

EntreFolio Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does EntreFolio Wealth Management serve?

Serves Oakland and 11 towns within 25 miles: Emeryville, Piedmont, Alameda, Berkeley, Albany, Orinda, Moraga, El Cerrito, Chinatown, San Leandro and San Francisco. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about EntreFolio Wealth Management?

EntreFolio Wealth Management has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact EntreFolio Wealth Management?

Call EntreFolio Wealth Management on (415) 917-3202. The business is at 344 20th St, Oakland, CA 94611. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

EntreFolio Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
EntreFolio Wealth Management (this business)—655.0 (6)NoNo
Hudson Private Wealth Advisors - Ameriprise Financial Services, LLC#15665.0 (11)——7.5 mi
Babylon Wealth Management#16665.0 (10)NoNo7.4 mi

See all 72 ranked wealth managers in Oakland