Overview
Assets Under Management: $484 million
Headquarters: LARKSPUR, CA
High-Net-Worth Clients: 178
Average Client Assets: $3 million
Frequently Asked Questions
MERITAS WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148565), MERITAS WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MERITAS WEALTH MANAGEMENT, LLC is headquartered in LARKSPUR, CA.
MERITAS WEALTH MANAGEMENT, LLC serves 178 high-net-worth clients according to their SEC filing dated April 26, 2024. View client details ↓
According to their SEC Form ADV, MERITAS WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
MERITAS WEALTH MANAGEMENT, LLC manages $484 million in client assets according to their SEC filing dated April 26, 2024.
According to their SEC Form ADV, MERITAS WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 178
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.01
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 902
Discretionary Accounts: 902
Regulatory Filings
CRD Number: 148565
Last Filing Date: 2024-04-26 00:00:00
Website: https://meritaswealth.com