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Building 2MERITAS WEALTH MANAGEMENT, LLC

Map pinSAN RAFAEL, CA
Phone415-300-4560
NotebookSEC #801-69687
Total AUM
$618.9M
Employees
12
Clients
337

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3950 CIVIC CENTER DRIVE
SUITE 210
SAN RAFAEL
CA 94903
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
415-300-4560
Other Offices
2

ReceiptFinancials

Total AUM
$618.9M
Accounts
949
Discretionary
$618.9M
Accounts
949
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
152
AUM
$91.5M
HNW Individual Clients
172
AUM
$498.5M
Pension/Profit Sharing Plan Clients
1
AUM
$9.6M
Charitable Organization Clients
11
AUM
$12.6M
Corporation or Business Clients
1
AUM
$6.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCLASCTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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