Certus Wealth Management, LLC info
Certus Wealth Management, LLC (SEC CIK 1989526) first filed with the SEC on 2023-08-10 (Form 13F-HR) and has filed 13 times since, including 10 Form 13F-HR quarterly holdings reports. It is organized in CA and registered at 27 EXETER AVENUE, SAN CARLOS, CA, 94070.
- Name: Value Certus Wealth Management, LLC.
- SEC CIK: Value 1989526.
- State of organization: Value CA.
- Business address: Value 27 EXETER AVENUE, SAN CARLOS, CA, 94070.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
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