MANETTA WEALTH
Firm details
- Headquarters
- DANVILLE, California
- CRD number
- 328836
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI50%
- Individuals50%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Manetta Wealth is a small corporate registered adviser focused on discretionary portfolio management for individual and family clients, including small businesses. The firm is owner-operated (individual owner type) and charges fees calculated as a percentage of assets under management. Manetta Wealth does not identify as an ESG investor, is not set up as a multi-state adviser, and is not described as a capital allocator or pension consultant. Its public classification is unclassified and the SEC registration year is not provided in the available data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
1 of 1THOMAS MANETTA
Founder & CEOCRD 4709940
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DANVILLE, CA
CONTRA COSTA
Location
DANVILLE, CA
Headquartered in DANVILLE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 4115 Blackhawk Plaza Cir
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
DOLAN PARTNERS LLC
RIADANVILLE, CA
BLACKHAWK WEALTH ADVISORS
RIADANVILLE, CA
JERSIN FINANCIAL SERVICES
RIADANVILLE, CA
PACIFIC WEALTH ADVISORY SERVICES LLC
RIADANVILLE, CA
AUXI ASSET MANAGEMENT, LLC
RIADANVILLE, CA
FULLERTON ADVISORS, LLC
RIADANVILLE, CA