Overview
Assets Under Management: $484 million
Headquarters: LARKSPUR, CA
High-Net-Worth Clients: 178
Average Client Assets: $3 million
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