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| Meritas Wealth Management LLC
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|
|---|---|
| CRD # | 148565 |
| SEC # | 801-69687 |
| CIK # | |
| AUM | $523.2 MM (2023-02-22) |
| Employees | 13 (38% Investors, 0% Brokers) |
| Phone | 415-300-4560 |
| Address | 100 Larkspur Landing Circle Larkspur, CA 94939 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 156 | 61.3 |
| (b) Individuals (high net worth individuals) | 181 | 471.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 11.4 |
| (h) Charitable organizations | 7 | 6.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 10.3 |
| (n) Other | 0 | 0.0 |
| Total | 912 | 560.6 |
| By Discretionary | ||
| Discretionary | 912 | 560.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 912 | 560.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 560.6 | |
| Total | 912 | 560.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Parsons Capital Management LLC
✚
|
PA | 0.5 |
|
MARS Jewett Financial Group Inc
✚
|
WA | 0.5 |
|
Kraft Davis & Associates LLC
✚
|
MO | 0.5 |
|
R S Crum Inc
✚
|
CA | 0.5 |
|
Haymarket Wealth Management LLC
✚
|
NJ | 0.5 |
|
Pacific Capital Wealth Advisors Inc
✚
|
CA | 0.5 |
|
Aberdeen Wealth Management LLC
✚
|
IL | 0.5 |
|
Waypoint Capital Advisors LLC
✚
|
MN | 0.5 |
|
Murphy Pohlad Asset Management LLC
✚
|
MN | 0.5 |
|
Talbot Financial LLC
✚
|
WA | 0.5 |