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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 $483,839,170 assets under management, offering retirement planning & investment advisory services to 902 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148565 |
| SEC# | 801-69687 |
| Assets Managed by Firm | $483,839,170 |
| No. of Clients | 902 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 902 | $483,839,170 |
| Individuals (other than high net worth individuals) | 139 | $49,482,428 |
| High net worth individuals | 177 | $416,281,255 |
| Pension and profit sharing plans | Fewer than 5 clients | $6,968,630 |
| Charitable organizations | 8 | $5,901,963 |
| Corporations or other businesses | Fewer than 5 clients | $5,204,894 |
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