1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CERTUS WEALTH MANAGEMENT LLC

Map pinREDWOOD CITY, CA
Phone650-232-2023
NotebookSEC #801-123474
Total AUM
$93.2M
Employees
1
Clients
121

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
303 TWIN DOLPHIN DRIVE
SUITE 600 # 59
REDWOOD CITY
CA 94065
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
650-232-2023

ReceiptFinancials

Total AUM
$93.2M
Accounts
307
Discretionary
$81.9M
Accounts
282
Non-Discretionary
$11.3M
Accounts
25

ContactClients

View more in analytics →

Individual Clients
86
AUM
$28.1M
HNW Individual Clients
34
AUM
$64.3M
Pension/Profit Sharing Plan Clients
1
AUM
$760.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account