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| Keyboard |
| Meritas Wealth Management LLC
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|---|---|
| CRD # | 148565 |
| SEC # | 801-69687 |
| CIK # | 0001990690 |
| AUM | 618.9 M (2026-03-27) |
| Employees | 12 (42% Investors, 0% Brokers) |
| Phone | 415-300-4560 |
| Address | 3950 Civic Center Drive San Rafael, CA 94903 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.7 | ||
| Sentinelone Inc | 5.7 | ||
| Microsoft Corp | 2.3 | ||
| Oracle Corp | 1.1 | ||
| Amazon Com Inc | 0.9 | ||
| Wal Mart Stores Inc | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 91.5 |
| (b) Individuals (high net worth individuals) | 172 | 498.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 9.6 |
| (h) Charitable organizations | 11 | 12.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 6.8 |
| (n) Other | 0 | 0.0 |
| Total | 949 | 618.9 |
| By Discretionary | ||
| Discretionary | 949 | 618.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 949 | 618.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 618.9 | |
| Total | 949 | 618.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001990690] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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