Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > larkspur > MERITAS WEALTH MANAGEMENT, LLC
MERITAS WEALTH MANAGEMENT, LLC
100 Larkspur Landing Circle
Ste. 110
Larkspur, California 94939
Tel: 415-300-4560
About MERITAS WEALTH MANAGEMENT, LLC
MERITAS WEALTH MANAGEMENT, LLC, formally registered with the SEC as MERITAS WEALTH MANAGEMENT, LLC. The firm was established in 10/29/2008. They have over 2 offices throughout the country.
MERITAS WEALTH MANAGEMENT, LLC is a Larkspur, California based Financial Planning firm with nearly $523,175,221 assets under management, offering retirement planning & investment advisory services to 967 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 148565 |
| SEC# | 801-69687 |
| Assets Managed by Firm | $523,175,221 |
| No. of Clients | 967 |
| No. of Advisors | 12 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 967 | $523,175,221 |
| Individuals (other than high net worth individuals) | 150 | $51,072,335 |
| High net worth individuals | 202 | $448,105,933 |
| Pension and profit sharing plans | 9 | $9,679,156 |
| Charitable organizations | 8 | $5,709,916 |
| Corporations or other businesses | Fewer than 5 clients | $8,607,881 |
More Retirement Planning firms in Larkspur, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,936,601,179,276 | 18358 | 1331 | |
| $2,406,691,634,676 | 481 | 754 | |
| $2,248,547,388,863 | 2782 | 3177 | |
| $782,620,910,160 | 242041 | 1007 | |
| $322,933,193,102 | 762 | 295 |
Explore More Retirement Advisors in Larkspur, California