RIA Intel›Advisers›California›CERTUS WEALTH MANAGEMENT LLC

CERTUS WEALTH MANAGEMENT LLC

Advisory

N·REDWOOD CITY, CA

Data as of May 31, 2025 · Source: SEC Form ADV

Total AUM

$163M

1-Year AUM Growth

+19.4%

3-Year CAGR

+8.3%

Employees

1

Assets Under Management

Total AUM$163M

Discretionary AUM$149M

Non-Discretionary AUM$14M

Discretionary %91.6%

Total Clients142

Team

Total Employees1

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record12

First FilingFeb 15, 2022

Latest FilingMay 31, 2025

🔒 Full AUM trend chart and 12 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CERTUS WEALTH MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.