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CERTUS WEALTH MANAGEMENT LLC
Investment Advice
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Assets Under Management
$162.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 149.2M |
| Non-Discretionary | 13.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 318830 |
| SEC Number | 801-128021 |
| Phone | 650-232-2023 |
| Total Employees | 3 |
Client Count by Type (142 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 91 |
| High Net Worth Individual… | 48 |
| Other Investment Advisers | 2 |
| Pension/Profit Sharing Pl… | 1 |
County data not available for this organization.