George Galat
ENTREWEALTH
Portland, OR
Some features on this profile are disabled
CRD#: 6165818
Professional summary
George Galat V, CFP®, who also goes by George Galat, is a registered financial advisor currently at ENTREWEALTH located in Portland, Oregon.
George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. George has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Core Areas of Focus
Generation X
Hourly
Investment Advice with Ongoing Management
Millennials
Real Estate Investments
Tax Planning
Biography
With a decade of experience in the financial industry at companies both big (Vanguard, UBS) and small (Mosaic Financial Partners, Grove, Facet Wealth), George has a unique perspective on not just where the financial services industry has been, but where it's going. he's spent the bulk of his professional career in San Francisco serving clients working in Silicon Valley and across the Bay Area, experience that has cultivated a passion for helping early and mid-career individuals and couples demystify the complexity surrounding their equity compensation and building a clear strategy of how it fits into their larger financial goals.
Wealth Foundry is an amalgamation of what he's learned along the way. We leverage a time-tested investment approach, engaging our clients in a tech-forward manner by utilizing the innovating thinking, disruptive software and flexibility the startup community is known for. We're here to serve you - whether it's providing ongoing advice as you navigate a complex financial challenge, answering your top-of-mind questions as you begin your investment journey, and everything in between.
Question & Answer
What are your service offerings?
Retirement Planning
Insurance Planning
Budgeting
Investment Planning
Debt Management
Estate Planning
Education Planning
Comprehensive Financial Planni...
Tax Planning
Employee and Employer Plan Ben...
Are you a "fiduciary"?
Yes
Aliases
George Galat
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view George Galat V's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
January 15, 2025 - Present
ENTREWEALTH
RIA
CRD#: 317553
Portland, OR
Past
June 30, 2023 - January 9, 2025
RANGE ADVISORY, LLC
RIA
CRD#: 321969
Portland, OR
Past
February 4, 2021 - July 31, 2023
WEALTH FOUNDRY
RIA
CRD#: 312238
PORTLAND, OR
Past
September 24, 2019 - December 14, 2020
FACET
RIA
CRD#: 285961
SCOTTSDALE, AZ
Past
October 19, 2018 - September 6, 2019
GROVE
RIA
CRD#: 281084
SAN FRANCISCO, CA
Past
October 3, 2016 - June 4, 2018
MOSAIC FINANCIAL PARTNERS, INC.
RIA
CRD#: 105180
SAN FRANCISCO, CA
Past
December 16, 2015 - October 4, 2016
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
MENLO PARK, CA
Past
December 16, 2015 - October 4, 2016
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
MENLO PARK, CA
Past
March 15, 2013 - December 2, 2015
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
SCOTTSDALE, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EN
ENTREWEALTH
ENTREWEALTH | SOCHA CAPITAL WEALTH STRATEGIES | SOCHA CAPITAL | ENTREWEALTH, LLC
CRD#: 317553 / SEC#: 801-130035
RIA
Registered Investment Advisory firm - (4/26/2024 Approved)Texas
Registered Investment Advisory firm - (5/1/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/15/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EN
ENTREWEALTH
ENTREWEALTH | SOCHA CAPITAL WEALTH STRATEGIES | SOCHA CAPITAL | ENTREWEALTH, LLC
CRD#: 317553 / SEC#: 801-130035
RIA
Registered Investment Advisory firm - (4/26/2024 Approved)Texas
Registered Investment Advisory firm - (5/1/2024 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1101 Quaker Ridge Dr, Austin, TX 78746
Mailing Address
701 S Capital Of Texas Hwy Ste D420-343, Austin, TX 78746
Phone number
(512) 240-2244
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 522 |
| AUM (Assets Under Management) | $ 222,597,035 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
