CERTUS WEALTH MANAGEMENT LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	California, United States

Employees

Total Number of Employees	2
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	337	$123.7M
Non-Discretionary	35	$12.6M
Total	372	$136.3M

Clients

Type	Number	RAUM
Individuals	91	$39.9M
HNW Individuals	41	$94.8M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$878,447
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	<5	$758,231
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	11-25

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-128021
SEC ERA File Number	801-128021
SEC CIK Numbers	1989526
SEC CRD Numbers	318830
Legal Entity Identifier	None

Principal Office

303 TWIN DOLPHIN DRIVE
SUITE 600 # 59
REDWOOD CITY
CA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic