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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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