Certus Wealth Management, LLC
Certus Wealth Management, LLC is an SEC-registered investment advisor headquartered in Redwood City, California. Founded in December 2021 and principally owned by Joel Van Hofwegen, the firm provides a range of financial planning and investment management services. With a team of 2 employees, Certus serves individuals (including high-net-worth clients), retirement plans, and other clients in the US. Services offered include retirement planning, cash flow planning, trust and estate planning, insurance, education, risk and tax planning, and investment portfolio management. The firm acts as a fiduciary, does not impose performance-based fees, and manages assets on both a discretionary and non-discretionary basis.
Investment Strategy
Certus Wealth Management primarily allocates client assets among a diversified selection of exchange-traded funds (ETFs), but also invests in other securities according to each client’s needs, risk tolerance, and financial objectives. The firm emphasizes comprehensive wealth management, including financial planning alongside investment portfolio management. Its investment approach is client-specific, integrating retirement, trust/estate, insurance, education, tax, and risk management. Certus operates as a fiduciary, focusing on prudent investment practices, transparency, and personalized service.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 9.79% | $15.2M | 26,762 | $443.74 | $568.03 | -$5.5M |
V VUG | VANGUARD INDEX FDS | 6.70% | $10.4M | 23,720 | $345.77 | $438.40 | +$79.6K |
E EFV | ISHARES TR | 6.48% | $10.1M | 158,625 | $55.38 | $63.48 | +$2.6M |
B BND | VANGUARD BD INDEX FDS | 6.16% | $9.6M | 129,905 | $73.12 | $73.63 | +$217.8K |
Q QUAL | ISHARES TR | 5.11% | $7.9M | 43,402 | $151.30 | $182.82 | +$422.1K |