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Building 2CERTUS WEALTH MANAGEMENT LLC

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Phone650-232-2023
NotebookSEC #801-128021
Total AUM
$162.8M
Employees
3
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM
Monday - Friday
Phone
650-232-2023

ReceiptFinancials

Total AUM
$162.8M
Accounts
391
Discretionary
$149.2M
Accounts
356
Non-Discretionary
$13.6M
Accounts
35

ContactClients

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Individual Clients
91
AUM
$43.9M
HNW Individual Clients
48
AUM
$117.3M
Pension/Profit Sharing Plan Clients
1
AUM
$1M
Investment Advisor Clients
2
AUM
$566.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMITX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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