Certified Wealth Management & Investment LLC

Overview

Certified Wealth Management & Investment LLC is an independent, owner-operated RIA organized as an LLC that serves both individual/family clients and some institutional mandates. The firm combines fee models — percentage of AUM, hourly charges, and fixed fees — and offers financial planning and portfolio management primarily for individuals and small businesses. Beyond advisory services, the firm also operates as a real estate broker, insurance broker, and seller of other financial products, and lists an affiliation with an insurance company. The firm does not position itself as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives