Meritas Wealth Management, LLC

Meritas Wealth Management, LLC (CRD# 148565) is a financial advisory firm headquartered in Larkspur, CA. They manage $198,445,747 in 601 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    198
    MILLION
  • Total Number of Accounts
    601
    ACCOUNTS
  • Average Account Value
    $330,193
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, NH

Financial Advisors at Meritas Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Phyllis G. Garratt
CRD#: 5311157
100 Larkspur Landing Circle, Ste. 110, Larkspur, CA 94939
96
Wealthminder
score

Phyllis Garratt (CRD# 5311157) is an Investment Advisor Representative working at Meritas Wealth Management, LLC in Larkspur, CA and has over 9 years of experience in the finance industry. Phyllis Garratt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Tiffani R. Clarke
CRD#: 5660120
100 Larkspur Landing Circle, Ste. 110, Larkspur, CA 94939
93
Wealthminder
score

Tiffani Clarke (CRD# 5660120) is an Investment Advisor Representative working at Meritas Wealth Management, LLC in Larkspur, CA and has over 7 years of experience in the finance industry.

3
Gregg E. Clarke
CRD#: 2430243
100 Larkspur Landing Circle, Ste. 110, Larkspur, CA 94939
90
Wealthminder
score

Gregg Clarke (CRD# 2430243) is an Investment Advisor Representative working at Meritas Wealth Management, LLC in Larkspur, CA and has 1 year of experience in the finance industry. Gregg Clarke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kenneth C. Gott
CRD#: 4364789
100 Larkspur Landing Circle, Ste. 110, Larkspur, CA 94939
90
Wealthminder
score

Kenneth Gott (CRD# 4364789) is an Investment Advisor Representative working at Meritas Wealth Management, LLC in Larkspur, CA and has 1 year of experience in the finance industry. Kenneth Gott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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