Meritas Wealth Management, LLC
Firm details
- Headquarters
- San Rafael, California
- CRD number
- 148565
- Registered since
- October 29, 2008
- Website
- meritaswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.54%
- Individuals14.78%
- Charitable Organizations2.04%
- Pension & Profit Sharing Plans1.55%
- Corporations / Businesses1.09%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Meritas Wealth Management, LLC is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2008) and serves a mix of individual, family and institutional clients. Its advisory services focus on financial planning and portfolio management for individuals and small businesses. Ownership is a combination of a domestic entity and individual interests, and the firm charges clients via percentage-of-AUM arrangements as well as hourly and fixed fees. The firm does not identify as an active ESG investor and is not positioned as a capital allocator. Meritas was recognized by FA Magazine in 2020 as a Top RIA Firm, a nod that appears in its public profile.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities17%
- Cash & Cash Equivalents4%
Contacts
3 of 6
Tiffani Clarke
Client Service AdministratorCRD 5660120
Kenneth Gott
Senior Financial PlannerCRD 4364789
Jacqueline Remar
Financial PlannerCRD 7008423
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$234M in ETFs
11%
$26.7M
89%
$207M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US SMALL CAP VALUE ETF (AVUV) | Avantis | Active | Small Value | $31.1M | 263,984 | 13.29% |
Location
San Rafael, CA
Marin
Location
San Rafael, CA
Headquartered in San Rafael, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 3950 Civic Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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