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CERTUITY, LLC
CRD 129505 · SEC 801-62580
1295 US HIGHWAY ONE, THIRD FLOOR, NORTH PALM BEACH, FL, 33408, United States
Phone
561-693-3255
Fax
561-282-0419
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.30B
Discretionary AUM
$2.24B
Team
35 total employees; 15 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $32.9M |
| High net worth individuals | 413 | $2.39B |
| Pooled investment vehicles | 26 | $780.7M |
| Pension/profit sharing plans | 30 | $24.9M |
States served
AZ, CA, CO, GA, IL, MD, NV, NJ, NY, OH, PA, TN, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD