Certus Wealth Management LLC
CRD 318830SEC# 801-128021
No longer SEC-registered. Certus Wealth Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$162.8M
Employees
3
Accounts
391
Location
—
Certus Wealth Management LLC assets under management
Certus Wealth Management LLC operates as an SEC-registered investment adviser. It reports $162.8 million in regulatory assets under management and employs 3 people.
Certus Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joel Robert Van Hofwegen Control | Member, Chief Executive Officer | Over 75% | 2022 |
| Michelle Anne McCarthy | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Certus Wealth Management LLC manage?
Certus Wealth Management LLC reports $162.8 million in regulatory assets under management on its Form ADV.
How many employees does Certus Wealth Management LLC have?
Certus Wealth Management LLC reports 3 employees.
Does Certus Wealth Management LLC disclose fund performance?
Certus Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 9a.m.-5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$162.8MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$162.8Mregulatory AUM
Discretionary $149.2MNon-discretionary $13.6M