Thomas Manetta is a registered investment advisor at Manetta Wealth, based in San Ramon, CA, with 19 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 21 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
7782 Stoneleaf Road, San Ramon, CA, 94582
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2013Employment Separation After Allegations
September 2011Other Business Activities
Thomas is dually registered with Perigon Wealth Management, LLC and Manetta Wealth Management, Inc. He has been an investment advisor representative of Perigon since 2019 and of Manetta Wealth Management since 2024.
Employment History
Current Registrations
Manetta Wealth
Previous Registrations
Perigon Wealth Management, LLC
Anthem Wealth Partners, INC.
Perigon Wealth Management, LLC
Wealthsource Partners, LLC
Anthem Wealth Partners
Avant-Garde Advisors LLC
Oppenheimer & CO. INC.
Charles Schwab & CO., INC.
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.
Wrapmanager INC
Morgan Stanley
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.