# CERTUS WEALTH MANAGEMENT LLC

CERTUS WEALTH MANAGEMENT LLC of REDWOOD CITY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 318830
- Type: SEC-registered investment adviser
- SEC file number: 801-128021
- Location: 303 TWIN DOLPHIN DRIVE, SUITE 600 # 59, REDWOOD CITY, CA, 94065
- Phone: 650-232-2023
- Latest filing: 2025-05-07
- Regulatory AUM: $162.8M
- Discretionary AUM: $149.2M
- Non-discretionary AUM: $13.6M
- Clients: 3
- Accounts: 391

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Michelle Anne Mccarthy | CHIEF COMPLIANCE OFFICER | — |
| Joel Robert Van Hofwegen | MEMBER, CHIEF EXECUTIVE OFFICER | — |
| Chen Richard Leeway | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| van Lerven Frank Robert | MEMBER, CHIEF EXECUTIVE OFFICER; MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| MCCARTHY MICHELLE ANNE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318830/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318830/similar
- Related entities: https://search.stillhousedata.com/firm/318830/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318830

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.