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Certus Wealth Management LLC

CRD 318830SEC# 801-137773
Export (members)
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
—
Employees
3
Accounts
—
Location
—

Certus Wealth Management LLC assets under management

Certus Wealth Management LLC operates as an SEC-registered investment adviser. It employs 3 people.
View on SEC.gov ↗

Certus Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Joel Robert Van Hofwegen ControlMember, Chief Executive OfficerOver 75%2022
Michelle Anne McCarthyChief Compliance OfficerUnder 5%2023

Frequently asked questions

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 hours9a.m.-5p.m.
Discloses disciplinary historyNo

Regulatory AUM

$162.8MNo change
Jan '25 — $162.8MFeb '25 — $162.8MMar '25 — $162.8MApr '25 — $162.8MMay '25 — $162.8MJun '25 — $162.8MJul '25 — $162.8MAug '25 — $162.8MSep '25 — $162.8MOct '25 — $162.8MNov '25 — $162.8MDec '25 — $162.8MJan '26 — $162.8MFeb '26 — $162.8MMar '26 — $162.8MApr '26 — $162.8MMay '26 — $162.8MJun '26 — $162.8M
Jan '25Form ADV, monthlyJun '26

How this firm compares

EmployeesTop 77%
More than 23% of 16,799 advisers