Meritas Wealth Management, LLC

Meritas Wealth Management, LLC (CRD# 148565) is a financial advisory firm headquartered in Larkspur, CA. They manage $388,988,526 in 852 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    389
    MILLION
  • Total Number of Accounts
    852
    ACCOUNTS
  • Average Account Value
    $456,559
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, TX, WA

Financial Advisors at Meritas Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Gregg E. Clarke
CRD#: 2430243
100 Larkspur Landing Circle, Ste. 110, Larkspur, CA 94939

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.

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

Tiffani Clarke (CRD# 5660120) is an Investment Advisor Representative working at Meritas Wealth Management, LLC in Larkspur, CA and has over 11 years of experience in the finance industry.

3
Phyllis G. Garratt
CRD#: 5311157
100 Larkspur Landing Circle, Ste. 110, Larkspur, CA 94939

Phyllis Garratt (CRD# 5311157) is an Investment Advisor Representative working at Meritas Wealth Management, LLC in Larkspur, CA and has over 13 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.

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

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.

5
Mark G. Leavitt
CRD#: 5627143
3510 Unocal Pl., Suite 325, Santa Rosa, CA 95403

Mark Leavitt (CRD# 5627143) is an Investment Advisor Representative working at Meritas Wealth Management, LLC in Santa Rosa, CA and has over 12 years of experience in the finance industry.

6
Jacqueline K. Remar
CRD#: 7008423
100 Larkspur Landing Circle, Ste. 110, Larkspur, CA 94939

Jacqueline Remar (CRD# 7008423) is an Investment Advisor Representative working at Meritas Wealth Management, LLC in Larkspur, CA and has 1 year of experience in the finance industry. Jacqueline Remar 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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