Manetta Wealth

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clients to grant discretionary trading authority and transacts through a specified custodian, with asset‑based fees withdrawn directly from client accounts; it does not participate in wrap fee programs.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.