Firm profile

CERTUITY, LLC

NORTH PALM BEACH, FLCRD 129505Latest ADV April 30, 2026

Certuity, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in North Palm Beach, FL. Its latest Form ADV filing, dated April 30, 2026, reports $3.3B in regulatory assets under management, 35 employees, 11 offices, and 1,828 accounts.

Assets Under Management
$3.3B
Employees
35
Offices
11 offices
Total Clients
520
Primary office
NORTH PALM BEACH, FL
1295 US HIGHWAY ONE, THIRD FLOOR, NORTH PALM BEACH, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOPaul W. Felsch
COOLeonidas C. Mecham

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 79.4% of total clients.
Top client categories% of clientsClients
1
HNWI
79.4%
413
2
Individuals
9.8%
51
3
Pension Plans
5.8%
30
4
Pooled Investment Vehicles
5.0%
26
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.3Bas of April 30, 2026
Discretionary68.0%
$2.2B
68% of total RAUM68.0%
Non-discretionary32.0%
$1.1B
32% of total RAUM32.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$3.3B
Total Accounts1,828
10Y AUM Change+$1.6B (+92.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees35
Clients per Employee15:1
10Y Employee Change+16 (+84.2%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.