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 10 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 8 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.