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Certus Wealth Management
Certus Wealth Management was established in 2021 as a registered investment advisor. The firm provides investment advisory services focused on financial...
Overview
Certus Wealth Management was established in 2021 as a registered investment advisor. The firm provides investment advisory services focused on financial planning and portfolio management. It serves individuals, high-net-worth individuals, trusts, and pension plans. No additional offices or team size details are available. No dated operational events from the last 24 months are recorded.
General information
Firm type
Wealth Manager
Year founded
2021
Location
Region
North America
Country
United States
City
Redwood City
Corporate office
Redwood City, CA, United States
Frequently asked questions
What services does Certus Wealth Management provide?
The firm offers investment advisory services including financial planning and portfolio management.
Who are the clients of Certus Wealth Management?
Clients include individuals, high-net-worth individuals, trusts, and pension plans.
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