Meritas Wealth Management, LLC

Meritas Wealth Management, LLC (CRD# 148565) is a financial advisory firm headquartered in Larkspur, CA. They manage $483,839,170 in 902 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    484
    MILLION
  • Total Number of Accounts
    902
    ACCOUNTS
  • Average Account Value
    $536,407
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
The map below shows states where this firm has explicit registration only.

CA, LA, SC, TX, WA

Financial Advisors at Meritas Wealth Management, LLC
Showing 1 - 5 of 5 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.

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 15 years of experience in the finance industry.

3
Kenneth C. Gott
CRD#: 4364789
3510 Unocal Place, Suite 301, Santa Rosa, CA 95403

Kenneth Gott (CRD# 4364789) is an Investment Advisor Representative working at Meritas Wealth Management, LLC in Santa Rosa, CA and has 1 year of experience in the finance industry.

4
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.

5
Jennifer S. Bahi
CRD#: 7673573
100 Larkspur Landing Circle, Ste. 110, Larkspur, CA 94939

Jennifer Bahi (CRD# 7673573) is an Investment Advisor Representative working at Meritas Wealth Management, LLC in Larkspur, CA and has 1 year of experience in the finance industry.

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