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CERTUM GROUP

NEWARK, NJ · CRD 321759 · IAPD ↗ · certumgroup.com · 973-954-2000

$275.6MRegulatory AUM
16Advisory reps
20Employees
0Clients
n/aPlanning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
September 2026 — CERTUM GROUP (NEWARK, NJ) is newly SEC-registered with $275.6M RAUM and 16 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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