Meritas Wealth Management, LLC
● SEC registered since 2008CRD 148565SEC# 801-69687San Rafael, CA
Reg. AUM
$618.9M
Employees
12
Accounts
949
Location
San Rafael, CA
Meritas Wealth Management, LLC assets under management
Meritas Wealth Management, LLC is an investment advisory firm registered with the SEC based in San Rafael, CA. The firm has been registered since 2008. It reports $618.9 million in regulatory assets under management and employs 12 people.
Meritas Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregg Eric Clarke Control | Principal, Manager, Trustee Of The Clarke Trust Dtd 4/6/95 (since 2014) | 25-50% | 2008 |
| Kenneth Charles Gott Control | Principal, Manager, Cco | 25-50% | 2015 |
| The Gregg e. Clarke and Tiffani R. Clarke Revocable Trust Dated 4/6/95 Control | Member | 25-50% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Meritas Wealth Management, LLC manage?
Meritas Wealth Management, LLC reports $618.9 million in regulatory assets under management on its Form ADV.
How many employees does Meritas Wealth Management, LLC have?
Meritas Wealth Management, LLC reports 12 employees.
Where is Meritas Wealth Management, LLC located?
Meritas Wealth Management, LLC is based in San Rafael, CA and has been SEC-registered since 2008.
Does Meritas Wealth Management, LLC disclose fund performance?
Meritas Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3950 Civic Center Drive, Suite 210, San Rafael, CA 94903 |
| Phone | 415-300-4560 |
| Fax | 415-524-4842 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$618.9M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$618.9Mregulatory AUM
Discretionary $618.9M