Manetta Wealth

Manetta Wealth Management Inc. is a small independent advisory firm that provides discretionary portfolio management and ongoing investment advice primarily to individuals and high‑net‑worth individuals, managing about $50 million across roughly 45 client relationships. The firm prepares an Investment Policy Statement for each client and focuses its investment advice on equities and fixed‑income securities, with regular portfolio monitoring and implementation services.

The firm’s investment approach emphasizes long‑term trading guided by a mix of methods — charting, fundamental, quantitative and technical analysis, and modern portfolio theory — and it generally requires discretionary authority to implement each client’s IPS. Clients receive monthly custodian account statements and at least quarterly written invoices, and the firm reserves the right to end relationships if client‑imposed restrictions prevent it from delivering its standard services.

Noteworthy features include a requirement that clients use a specific custodian (Altruist) and the firm’s practice of not aggregating trades across client accounts, both of which can affect execution and trade allocation compared with many peers. The firm reports no account minimum, was formed in October 2023 while managing roughly $50 million, and its principal has a disciplinary history noted on the SEC IAPD website.