MERITAS WEALTH MANAGEMENT, LLC - Financial Advisor in California, Larkspur

Tel: 415-300-4560 100 Larkspur Landing Circle Ste. 110 Larkspur, California 94939

About MERITAS WEALTH MANAGEMENT, LLC

MERITAS WEALTH MANAGEMENT, LLC is a Larkspur, California based financial advisory firm with nearly $483,839,170 in assets under management and provides investment advisory services for 902 clients. There are currently 11 financial advisors at the firm.

General Information

Firm CRD#:

148565

Firm SEC#:

801-69687

Assets Under Management:

$483,839,170

No. of Clients:

902

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses

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$3,456,500,661

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$3,224,358,789

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