| Name | Title | Ownership | Since |
|---|---|---|---|
| Joel Robert Van Hofwegen Control | Member, Chief Executive Officer | Over 75% | 2022 |
| Michelle Anne McCarthy | Chief Compliance Officer | Under 5% | 2023 |
Certus Wealth Management LLC reports $162.8 million in regulatory assets under management on its Form ADV.
Certus Wealth Management LLC reports 3 employees.
Certus Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Office hours | 9a.m.-5p.m. |
| Discloses disciplinary history | No |
| Discretionary | $149.2M |
| Non-discretionary | $13.6M |
| Total (RAUM) | $162.8M |