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CERTUS WEALTH MANAGEMENT LLC

· CRD 318830 · IAPD ↗ · certuswealthmanagement.com · 650-232-2023

$162.8MRegulatory AUM
1Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2026 — CERTUS WEALTH MANAGEMENT LLC (location n/a) left the SEC roster (was $162.8M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
60
April 2024 — CERTUS WEALTH MANAGEMENT LLC reported RAUM up 26% ($108.4M -> $136.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.