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Michelle Anne McCarthy

Chief Compliance OfficerCertus Wealth Management LLCCRD 7682269

About Michelle Anne McCarthy

Michelle Anne McCarthy is listed as Chief Compliance Officer at Certus Wealth Management LLC. Form ADV reports a beneficial ownership band of Under 5%. Michelle Anne McCarthy is associated with 14 registered advisers.

Reported ownership

Owns Under 5% of Certus Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Michelle Anne McCarthy work?

Michelle Anne McCarthy is listed as Chief Compliance Officer at Certus Wealth Management LLC on SEC Form ADV.

How much of Certus Wealth Management LLC does Michelle Anne McCarthy own?

Form ADV reports a beneficial ownership band of Under 5%.

Certus Wealth Management LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2023
View Certus Wealth Management LLC →

Momentum Wealth Planning, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2024
View Momentum Wealth Planning, LLC →

Bauman Advisory Group, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2026
View Bauman Advisory Group, LLC →

Precision Wealth Strategies, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2025
View Precision Wealth Strategies, LLC →

Aspiring Ventures, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2024
View Aspiring Ventures, LLC →

Vantage Financial Partners, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2022
View Vantage Financial Partners, LLC →

Gentry Private Wealth, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2022
View Gentry Private Wealth, LLC →

Legacy Financial Group, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2025
View Legacy Financial Group, LLC →

Bellars Harris Wealth Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2025
View Bellars Harris Wealth Management, LLC →

Beacon Bridge Wealth Partners, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2022
View Beacon Bridge Wealth Partners, LLC →

Schmitt Wealth Advisers, Corp.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2025
View Schmitt Wealth Advisers, Corp. →

Team Hewins, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2023
View Team Hewins, LLC →

Cannon Wealth Management Services, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2022
View Cannon Wealth Management Services, LLC →

Leland Wealth Management LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2026
View Leland Wealth Management LLC →