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CERTUS WEALTH MANAGEMENT LLC
CERTUS WEALTH MANAGEMENT LLC
REDWOOD CITY, California
·
1 registered advisor
·
CRD# 318830
SEC# 801-128021
0
650-232-2023
01
Firm Overview
AUM
$136M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CERTUS WEALTH MANAGEMENT LLC
1 registered advisor
Joel Robert Van Hofwegen
REDWOOD CITY, California
CFP
CRD# 4452831
05
Office Locations
REDWOOD CITY, California
1 advisor
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Data sourced from SEC Form ADV filings. CERTUS WEALTH MANAGEMENT LLC (CRD# 318830) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.