Meritas Wealth Management, LLC
Meritas Wealth Management, LLC is an SEC-registered wealth manager in San Rafael, CA with $618.9M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Meritas Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148565, SEC 801-69687, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $618.9M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- San Rafael, CA
- Employees
- 12
- Clients
- 335
- CRD
- 148565
- Ownership
- CLARKE, TIFFANI, RAE; CLARKE, GREGG, ERIC; THE GREGG E. CLARKE AND TIFFANI R. CLARKE REVOCABLE TRUST DATED 4/6/95; LEAVITT, MARK, GRANVILLE; GOTT, KENNETH, CHARLES
How much AUM does Meritas Wealth Management, LLC have?
Meritas Wealth Management, LLC reported $618.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Meritas Wealth Management, LLC?
Disclosed owners and executives of Meritas Wealth Management, LLC include CLARKE, TIFFANI, RAE, CLARKE, GREGG, ERIC, THE GREGG E. CLARKE AND TIFFANI R. CLARKE REVOCABLE TRUST DATED 4/6/95, LEAVITT, MARK, GRANVILLE, GOTT, KENNETH, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.