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).
-
Total Assets Under Management484MILLION
-
Total Number of Accounts902ACCOUNTS
-
Average Account Value$536,407
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, LA, SC, TX, WA
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.
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.
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.
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.
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.