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George Galat

Entrewealth

Portland, OR

Austin, TX

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Current Employers
Entrewealth

Austin, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-15
  • TX RA
    APPROVED
    Since 2025-01-15

Branch Locations

Portland, OR • United States

Austin, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Menlo Park CA 11/2015 09/2016
Mosaic Financial Partners San Francisco CA 09/2016 05/2018
Grove Advisors San Francisco CA 05/2018 09/2019
Facet Wealth Baltimore MD 09/2019 11/2020
Wealth Foundry, Llc Tempe AZ 12/2020 06/2023
Range Finance Inc Mclean VA 05/2023 01/2025
Entrewealth, Llc Entrewealth, Llc OR 01/2025 Present
  • 11/2015 → 09/2016
    Ubs
    Menlo Park, CA
  • 09/2016 → 05/2018
    Mosaic Financial Partners
    San Francisco, CA
  • 05/2018 → 09/2019
    Grove Advisors
    San Francisco, CA
  • 09/2019 → 11/2020
    Facet Wealth
    Baltimore, MD
  • 12/2020 → 06/2023
    Wealth Foundry, Llc
    Tempe, AZ
  • 05/2023 → 01/2025
    Range Finance Inc
    Mclean, VA
  • 01/2025 → Present
    Entrewealth, Llc
    Entrewealth, Llc, OR
Previous Registrations
  • 2023-06-30 → 2025-01-09
    Range Advisory, Llc
    Portland, OR
    Mclean, VA
  • 2021-02-04 → 2023-07-31
    Wealth Foundry
    Portland, OR
  • 2019-09-24 → 2020-12-14
    Facet
    Scottsdale, AZ
    West Palm Beach, FL
  • 2018-10-19 → 2019-09-06
    Grove
    San Francisco, CA
  • 2016-10-03 → 2018-06-04
    Mosaic Financial Partners, Inc.
    San Francisco, CA
  • 2015-12-16 → 2016-10-04
    Ubs Financial Services Inc.
    Palo Alto, CA
Other Businesses

George Galat is the Owner/CEO of Galat Holdings LLC, which is a rental property. He devotes less than 10% of his time to this activity.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-03-26
  • S63 Uniform Securities Agent State Law Examination
    2013-03-26
Designations
Other Names
  • George Galat
  • George Galat

View on SEC IAPD

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