CERTUS WEALTH MANAGEMENT LLC

CERTUS WEALTH MANAGEMENT LLC of REDWOOD CITY, CA is an SEC-registered investment adviser (CRD 318830). Regulatory assets under management: $162.8M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (5)

NameRoleLocation
Michelle Anne MccarthyCHIEF COMPLIANCE OFFICER
Joel Robert Van HofwegenMEMBER, CHIEF EXECUTIVE OFFICER
Chen Richard LeewayCHIEF COMPLIANCE OFFICER; MEMBER
van Lerven Frank RobertMEMBER, CHIEF EXECUTIVE OFFICER; MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER
MCCARTHY MICHELLE ANNECHIEF COMPLIANCE OFFICER

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