M
$50.0M Total AUM
$50.0M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Request access to benchmark trends tied to harbor.
Full visibility includes strategy notes for capital matrix.
Premium access reveals conviction themes in signal prime.
Request access to benchmark trends tied to horizon zenith.
See the complete signal summary connected to ridge.
Upgrade to reveal position-level detail across ridge horizon.
Request access to benchmark trends tied to harbor.
Premium access reveals conviction themes in vital pathway.
Asset Classes
Crest
Client Personas
Momentum
Custodian
Meridian Insight capital Signal
Investment Themes
Vital meridian
Investment Vehicles
Peak
Services
North Vector Radial Frontier Momentum Ridge North alpha
Technology
Oak timber Alpha radial Beacon
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |