RIA Intel›Advisers›California›MERITAS WEALTH MANAGEMENT, LLC

MERITAS WEALTH MANAGEMENT, LLC

Advisory

N·SAN RAFAEL, CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$619M
1-Year AUM Growth
-7.5%
3-Year CAGR
+2.1%
Employees
5
Assets Under Management
Total AUM$619M
Discretionary AUM$619M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients331
Team
Total Employees5
Investment Advisers12
Employee Growth (1Y)-33.3%
Filing History
Total Filings on Record51
First FilingOct 10, 2008
Latest FilingMar 26, 2026
🔒 Full AUM trend chart and 51 historical filings spanning 18+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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