| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregg Eric Clarke Control | Principal, Manager, Trustee Of The Clarke Trust Dtd 4/6/95 (since 2014) | 25-50% | 2008 |
| Kenneth Charles Gott Control | Principal, Manager, Cco | 25-50% | 2015 |
| Mark Granville Leavitt Control | Manager | Under 5% | 2023 |
Meritas Wealth Management, LLC reports $533.8 million in regulatory assets under management on its Form ADV.
Meritas Wealth Management, LLC reports 12 employees.
Meritas Wealth Management, LLC is based in San Rafael, CA and has been SEC-registered since 2008.
Meritas Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3950 Civic Center Drive, Suite 210, San Rafael, CA 94903 |
| Phone | 415-300-4560 |
| Fax | 415-524-4842 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $533.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $533.8M |