Meritas Wealth Management, LLC
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Overview
Meritas Wealth Management, LLC operates as a financial advisory firm headquartered in Larkspur, California. The company oversees $523.2 million in total assets over 967 client accounts, placing it among the larger firms in the United States by assets under management (AUM). Meritas Wealth Management, LLC has a small group, including 6 financial advisors. Meritas Wealth Management, LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments like options, bonds and equities.
Meritas Wealth Management, LLC manages all of the firm's client assets on a discretionary basis. Discretionary management means that buy and sell decisions for the client's account are made by a portfolio manager without requiring the customer's consent. The advisory firm manages an average of $541,029 for each customer account. The average advisor at Meritas Wealth Management, LLC administers around 161 client accounts.
The company's headquarters is located at 100 Larkspur Landing Circle, Larkspur, California 94939. Meritas Wealth Management, LLC is legally permitted to provide services to clients throughout a few states, including California, Louisiana, South Carolina, Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Meritas Wealth Management, LLC by the Numbers
$523.2 million
12
967
$541.0 thousand
Products and Services
Financial services provided by Meritas Wealth Management, LLC can include financial planning services and portfolio management for individuals and small businesses. In the prior financial year, the company provided financial planning services to 251-500 of its clients. It is not involved in selling products or offering services apart from investment advice to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees usually vary depending on which service is provided. However, fees charged by Meritas Wealth Management, LLC likely are comprised of some combination of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company provides services to retail investors, high net worth investors, pension plans and charitable organizations. Out of its 967 clients, Meritas Wealth Management, LLC's largest client group is high net worth investors, but it also serves 202 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 54.74%
- Other Individuals - 40.65%
- Corporations - 2.44%
- Charitable Organizations - 2.17%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Meritas Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Meritas Wealth Management, LLC
Larkspur, CA
Larkspur, CA
Larkspur, CA
Larkspur, CA
Santa Rosa, CA
Larkspur, CA
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