Manetta Wealth

RIAState 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 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

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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

    Thomas Manetta

    Founder & CEOCRD 4709940

Wealth teams

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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