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Joel Robert Van Hofwegen

CERTUS WEALTH MANAGEMENT LLC·REDWOOD CITY, California
SIE, Series 7, Series 66CFPClean record24 years registeredCERTUS WEALTH MANAGEMENT LLC
303 TWIN DOLPHIN DRIVE, REDWOOD CITY, CA 94065CRD# 4452831Firm CRD# 318830

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joel Robert Van Hofwegen · REDWOOD CITY, CA
Registration
CRD #4452831 · CERTUS WEALTH MANAGEMENT LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

FARTHER
Sep 2025 – present
CERTUS WEALTH MANAGEMENT LLC
Sep 2022 – Jan 2026
SAN CARLOS, CA
MA PRIVATE WEALTH, LLC
Jan 2018 – Aug 2022
CAMPBELL, CA
AMERIPRISE FINANCIAL SERVICES, INC.
Dec 2001 – Jan 2018
SAN CARLOS, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · December 18, 2001
Years registered · 24
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CERTUS WEALTH MANAGEMENT LLC
CRD 318830 · SEC 801-128021
AUM
$136M
Regulatory assets under management
Employees
2
372 client accounts
Services offered by CERTUS WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CERTUS WEALTH MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Joel Robert Van Hofwegen offer?
Joel Robert Van Hofwegen specializes in Financial Planning, Investment Management. Contact their office in REDWOOD CITY, California for a consultation.
What are Joel Robert Van Hofwegen's credentials?
Joel Robert Van Hofwegen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Joel Robert Van Hofwegen located?
Joel Robert Van Hofwegen is based in REDWOOD CITY, California, working with CERTUS WEALTH MANAGEMENT LLC. Their office serves clients in the REDWOOD CITY metropolitan area and surrounding communities.
How does Joel Robert Van Hofwegen charge for services?
Joel Robert Van Hofwegen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CERTUS WEALTH MANAGEMENT LLC?
CERTUS WEALTH MANAGEMENT LLC has approximately 2 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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