Investment adviser · CRD 148565
MERITAS WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
SAN RAFAEL, CA, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $619M Form ADV · Item 5.F
- Client accounts
- 949 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 172 | $498,480,414 | 80.5% |
| Individuals | 152 | $91,507,952 | 14.8% |
| Charities | 11 | $12,604,332 | 2.0% |
| Retirement plans | Fewer than 5 | $9,580,440 | 1.5% |
| Corporations & businesses | Fewer than 5 | $6,773,364 | 1.1% |
Filing source
Form ADV 2085798 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3950 CIVIC CENTER DRIVE, SUITE 210SAN RAFAEL, CA, 94903, United States
CRD 148565
Filing source
Form ADV 2085798 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.