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 formed as an LLC and SEC-registered since 2008. The firm serves individuals, families and institutional clients, with advisory work focused on financial planning and portfolio management for individuals and small businesses. Its billing approaches include percentage-of-AUM fees as well as hourly and fixed-fee engagements. Meritas is not identified as a capital allocator or an active ESG investor. The firm received recognition from FA Magazine in 2020 on a Top RIA Firms list.
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 6
Gregg 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 35Active vs passive
$223M in ETFs
10%
$22.3M
90%
$201M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US SMALL CAP VALUE ETF (AVUV) | Avantis | Active | Small Value | $30.7M | 246,111 | 13.75% |
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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