Manetta Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$50,000,000
Total clients
45
4% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
45
Average account size
$1,111,111
About
Manetta Wealth provides ongoing portfolio management and discretionary investment services to individuals and high‑net‑worth individuals, preparing an investment policy statement for each client and monitoring portfolios regularly. The firm operates as a solo registered adviser with roughly $50 million in assets under management and a small client base (about 45 clients), and generally limits its recommendations to equities and fixed‑income securities.
The firm’s investment process combines charting, fundamental and quantitative analysis, modern portfolio theory, and technical analysis, and it implements primarily long‑term trading strategies under discretionary authority aligned with client‑specific IPSs and quarterly reviews. Manetta Wealth requires clients to grant discretionary trading authority and transacts through a specified custodian, with asset‑based fees withdrawn directly from client accounts; it does not participate in wrap fee programs.
Noteworthy differences from many peers include an explicit focus on high‑net‑worth individuals rather than non‑high‑net‑worth retail clients, a requirement that clients use a particular custodian (Altruist), and a policy of not aggregating or block trading client orders. The firm’s lone advisory principal has a disciplinary history disclosed on the SEC IAPD, as noted in the brochure.
Client services
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Fee options
1.00% annually
Main office location
Manetta Wealth
4115 Blackhawk Plaza Circle, Suite 100
Danville CA 94506, United States
Number of offices
1
Most active in
Manetta Wealth has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")