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| Happy Holidays!! thanks for using AUM13F!! |
| Certus Wealth Management LLC
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|---|---|
| CRD # | 318830 |
| SEC # | 801-128021 |
| CIK # | 0001989526 |
| AUM | $162.8 M (2025-05-07) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 650-232-2023 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.3 | ||
| Oracle Corp | 2.4 | ||
| iShares Comex Gold Trust | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 43.9 |
| (b) Individuals (high net worth individuals) | 48 | 117.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 0.6 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 391 | 162.8 |
| By Discretionary | ||
| Discretionary | 356 | 149.2 |
| Non-Discretionary | 35 | 13.6 |
| Total | 391 | 162.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.8 | |
| Total | 391 | 162.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001989526] |
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