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MANETTA WEALTH MANAGEMENT INC.

Advisory

DANVILLE, CA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in CA
#3,461
of 5,480 advisers by AUM
Average account
$1M
across 45 accounts
AUM per adviser
$50M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$50M
Discretionary %
100%
Clients
45
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$50M
Discretionary AUM$50M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients45
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

WILLIAMS, PAUL RUDY
$50M
OM PACIFIC CAPITAL LLC
$50M
0.0% 1Y
CAPITAL WEALTH STRATEGIES, LLC
SANTA BARBARA, CA
$50M
OSMIUM PARTNERS, LLC
SAN FRANCISCO, CA
$50M
+5.3% 1Y
GENDREAU & ASSOCIATES, INC.
MONARCH BEACH, CA
$50M
-28.6% 1Y
AFFIRMED FINANCIAL MANAGEMENT INC
SAN JOSE, CA
$50M
-10.9% 1Y

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