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MERITAS WEALTH MANAGEMENT, LLC
CRD 148565 · SEC 801-69687
3950 CIVIC CENTER DRIVE, SUITE 210, SAN RAFAEL, CA, 94903, United States
Phone
415-300-4560
Fax
415-524-4842
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$618.9M
Discretionary AUM
$618.9M
Team
12 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 152 | $91.5M |
| High net worth individuals | 172 | $498.5M |
| Charitable organizations | 11 | $12.6M |
States served
CA, DC, LA, SC, WA, TX
All web addresses on file
Official SEC filing: View on IAPD