MANETTA WEALTH

RIASEC Registered
Total AUM
$50M
Discretionary
$50M
100% of AUM
Avg account
$1.1M
Accounts
45
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • THOMAS MANETTA

    Founder & CEOCRD 4709940

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth