Certus Wealth Management, LLC

Business address
27 Exeter Avenue, San Carlos, CA, 94070
Top securities (13F)
VOO, VUG, EFV, DYNF, BND, IVV, ITOT, QUAL, CMF, OEF, VTV, AAPL, VWO, EFG, TLH, THRO, ORCL, BAI, IAU, and VMBS
State of incorporation
CA
Fiscal year end
31 December
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Certus Wealth Management, LLC has filed 13 SEC EDGAR filings since 10 Aug 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 07 Nov 2025 30 Sep 2025 028-23336
N-PX Open Document Open Filing 19 Aug 2025 30 Jun 2025 028-23336
13F-HR Open Document Open Filing 24 Jul 2025 30 Jun 2025 028-23336
13F-HR Open Document Open Filing 13 May 2025 31 Mar 2025 028-23336
13F-HR Open Document Open Filing 11 Feb 2025 31 Dec 2024 028-23336
13F-HR Open Document Open Filing 12 Nov 2024 30 Sep 2024 028-23336
N-PX Open Document Open Filing 14 Aug 2024 30 Jun 2024 028-23336
13F-HR Open Document Open Filing 02 Aug 2024 30 Jun 2024 028-23336
13F-HR Open Document Open Filing 06 May 2024 31 Mar 2024 028-23336
13F-HR/A Open Document Open Filing 13 Feb 2024 31 Dec 2023 028-23336
13F-HR Open Document Open Filing 09 Feb 2024 31 Dec 2023 028-23336
13F-HR Open Document Open Filing 02 Nov 2023 30 Sep 2023 028-23336
13F-HR Open Document Open Filing 10 Aug 2023 30 Jun 2023 028-23336