# MANETTA WEALTH

MANETTA WEALTH is a Multi Family Office based in San Francisco, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** Garden City, NY, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** manettawealth.com
- **LinkedIn:** https://www.linkedin.com/company/manettawealth

## Regulatory record

- **CRD number:** 328836
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328836

## About

Manetta Wealth Management is an independent, fee-only advisory firm built to serve people in their 50s who want advanced financial planning. They deliver comprehensive, conflict-free planning across investments, taxes, estate planning, and more as a fiduciary. They work with one trusted advisor handling the full picture for pre-retirees and families.

## Sectors

- Wealth Management
- Financial Planning

## People

- Joseph Manetta — CEO & Founder

## Questions

### Who makes investment decisions at Manetta Wealth?

Joseph Manetta, as CEO and sole named principal, holds decision-making authority over portfolio construction and manager selection. A Certified Financial Planner since 2015, he maintains FINRA Series 6, 7, 24, 63, and 65 registrations, allowing him to supervise general securities, trading, and advisory business directly. Clients interface with a single decision-maker rather than an investment committee.

### Where does Manetta Wealth's underlying client wealth typically come from?

The firm serves taxable wealth created through professional practices, executive careers, and closely held businesses in the Long Island and New York metro area. It does not manage a single industrial fortune or family liquidity event, distinguishing it from single-family offices that steward multi-generational operating-company proceeds.

### What investment philosophy guides Manetta Wealth?

The firm emphasizes tax-aware, goals-based financial planning with an insurance-literate overlay — Joseph Manetta's early career in insurance sales informs the practice's use of annuities, long-term care policies, and life insurance as portfolio components. The investment approach prioritizes capital preservation and income generation for a client base approaching or in retirement.

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Last updated: 2026-08-11T15:07:19.634Z

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