MERITAS WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- SAN RAFAEL, California
- CRD number
- 148565
- Registered since
- October 29, 2008
- Website
- meritaswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.54%
- Individuals14.78%
- Charitable Organizations2.04%
- Pension & Profit Sharing Plans1.55%
- Corporations / Businesses1.09%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Meritas Wealth Management, LLC is an independent registered investment adviser founded in 2008 that provides financial planning and portfolio management primarily to individuals, families and small businesses, with some institutional relationships. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and operates as a discretionary manager across its client base. Public funds—mutual funds and ETFs—form the backbone of portfolio construction, supplemented by targeted allocations to annuities and third‑party real estate strategies for alternative exposure. Meritas is not positioned as a capital allocator and does not list ESG investing among its active practices. The firm was recognized as a Top RIA Firm by FA Magazine in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities17%
- Cash & Cash Equivalents4%
Contacts
3 of 6GREGG CLARKE
PrincipalCRD 2430243
Jacqueline Remar
Financial PlannerCRD 7008423
Cristi Tanner
AssociateCRD 7899042
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$192M in ETFs
10%
$19.6M
90%
$173M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV) | Dimensional | Active | Large Value | $27.1M | 558,686 | 14.08% |
Location
SAN RAFAEL, CA
MARIN
Location
SAN RAFAEL, CA
Headquartered in SAN RAFAEL, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 3950 Civic Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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