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 California-based independent advisory corporation that provides portfolio management services to individuals, families, and small businesses. The firm is owned by an individual and operates on a percentage-of-AUM fee model. Manetta Wealth is state-registered in California and is organized as an unclassified adviser that does not position itself as a capital allocator. ESG investing is not identified as a focus, and the firm does not report multi-state adviser status. Advisory work centers on discretionary portfolio management for individual and small business clients. The business mix appears compact and client-focused rather than institutional or wholesale; the firm reports a small roster of clients and emphasizes fee-for-assets-under-management services.
Assets & Accounts
Investments & Alternatives
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 1
Thomas 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
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