Thomas Manetta
Advisor at Manetta Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Manetta Wealth
Location
San Ramon, CA 94582
Credentials
Series 63, Series 66
Industry experience
19 years
About
Thomas Manetta is a financial advisor with Manetta Wealth, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at several firms, including Perigon Wealth Management and Anthem Wealth Partners. Manetta is dually registered with both Manetta Wealth Management and Perigon Wealth Management. Manetta Wealth Management provides discretionary portfolio management primarily for high-net-worth individuals, focusing on customized investment policy statements and portfolios concentrated in equities and fixed income. The firm employs a combination of charting, fundamental, quantitative, and technical analysis within a modern-portfolio framework, operating with discretionary trading authority and maintaining a relatively small client roster.
Fee options
1.00% annually
Location
7782 Stoneleaf Road
San Ramon, CA 94582
Most active in
Thomas M has reported serving >5 clients in these states in the last 12 months.
California
Work history
Manetta Wealth Management, Inc.
2023 - Present (3 years)
Perigon Wealth Management
2019 - Present (7 years)
Anthem Wealth Partners
2017 - 2019 (2 years)
Perigon Wealth Management
2016 - 2017 (1 year)
WealthSource Partners, LLC
2016 - 2016 (1 year)
Avant Garde Advisors Llc
2012 - 2016 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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