Certus Wealth Management, LLC
Holding CompanyLeland Wealth Management LLC
About Certus Wealth Management, LLC
Certus Wealth Management, LLC is listed as Holding Company at Leland Wealth Management LLC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Leland Wealth Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Certus Wealth Management, LLC work?
Certus Wealth Management, LLC is listed as Holding Company at Leland Wealth Management LLC on SEC Form ADV.
How much of Leland Wealth Management LLC does Certus Wealth Management, LLC own?
Form ADV reports a beneficial ownership band of Over 75%.
Leland Wealth Management LLC
| Title | Holding Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2026 |