CERTUITY, LLC
SEC RegisteredPURSUE LIFE WITH CERTAINTY
About the firm
Certuity is an industry-ranked wealth management firm and multifamily office. They specialize in advising entrepreneurs, business leaders, professional investors and family offices, striving to empower clients to meet their goals for today, tomorrow and generations that follow.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive investment advice and institutional offerings, tailored portfolio investment recommendations and portfolio construction, detailed estate and tax planning reviews, evaluations of insurance coverage and entity structures, preferred margin lending and other tax aware investment solutions, executive compensation planning including stock option management, consolidated account monitoring with aggregated performance reporting, turnkey family office services, and strategic OCIO consulting.
Who they serve
High-net-worth individuals, families, family offices, entrepreneurs, business leaders, and professional investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 51 | $33M |
| High Net Worth Individuals | 413 | $2.4B |
| Pension/Profit Sharing Plans | 26 | $781M |
| Charitable Organizations | 30 | $25M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
22 advisors in the directory
Regulatory & compliance
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CERTUITY, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.