CERTIFIED WEALTH MANAGEMENT & INVESTMENT LLC

Overview

Certified Wealth Management & Investment LLC is an independent registered investment adviser operating as a limited liability company with individual ownership. The firm serves a mix of individual, family and institutional clients and delivers financial planning and portfolio management for individuals and small businesses. It also conducts business as a real estate broker, insurance broker and seller of other financial products, which allows it to combine traditional wealth management with direct insurance and real estate activity. Investment behavior is conservative-leaning: the firm shows a clear preference for public funds and mutual funds, with a bias toward fixed-income strategies. It does not position itself as a capital allocator, instead deploying third-party managers and pooled vehicles where appropriate. Fee arrangements are flexible — they use asset-based fees, hourly charges and fixed fees depending on the engagement. The firm is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices