M
$50.0M Total AUM
$50.0M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- SignalQuantum prime +more
- Established Date
- 01-03-2024
- Office Locations
- 1
Office Locations
7782 Stoneleaf Road SAN Ramon CA
About Manetta Wealth
Manetta Wealth is an owner-led RIA in the San Francisco Bay Area serving clients who want their entire financial picture managed in one place. The firm provides cash management, investment management, tax and insurance coordination, and estate and retirement planning, with ongoing portfolio and manager monitoring and regular performance reviews. Custody is supported via Altruist.
Team overview
52 AVG AGE
$50.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Crest
Custodian
Meridian Insight capital Signal
Investment Themes
Vital meridian Optima quantum
Investment Vehicles
Peak
Services
North Vector Radial Frontier Momentum Ridge North alpha
Technology
Oak timber Alpha radial Beacon Pioneer timber Vertex
Owner & Executives
T
THOMAS JOSEPH MANETTA
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #4709940
- Ownership
- 75% or more
(964) 409-5783
focus.insight@fusioncapital.com
in linkedin.com/in/vertex-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,000,000
Equity - Exchange:
39.1% Municipal Bonds:
39.0% Public Funds:
21.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,311,386,050 | 39.1% |
| Municipal Bonds | $3,302,917,032 | 39.0% |
| Public Funds | $1,854,714,949 | 21.9% |
| Total | $8,469,018,031 | 100.0% |