MERITAS WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$618,946,502
Discretionary
$618,946,502
Non-discretionary
$0
Firm details
- CRD number
- 148565
- SEC file number
- 801-69687
- Main office
- SAN RAFAEL, CA, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.