Certuity, LLC - Investment Advisers

About Certuity, LLC

Certuity, LLC is an investment adviser headquartered in North Palm Beach, Florida, and is listed among investment advisers in Florida. The firm combines wealth management with multifamily office services for high-net-worth families, entrepreneurs, business leaders, professional investors and family offices. Its regulatory assets under management are reported at $3.3 billion, and it has 35 employees. As a registered investment adviser, the firm says it is bound by a fiduciary standard. Its offerings include differentiated portfolio strategies, turnkey family office services and outsourced chief investment officer (OCIO) consulting. It also provides tax strategies aimed at concentrated stock positions, offsetting ordinary income and capital gains, and tax-loss harvesting, and it coordinates estate planning with clients' attorneys. The firm is owned by its employees and by ultra-high-net-worth families, and its leadership team includes entrepreneurs and professional investors. More firms of this type can be found in the directory of US investment advisers.

Key Facts

Assets Under Management

$3.3B

Employees

35

SEC File Number

801-62580