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| Happy Holidays!! thanks for using AUM13F!! |
| Meritas Wealth Management LLC
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|---|---|
| CRD # | 148565 |
| SEC # | 801-69687 |
| CIK # | 0001990690 |
| AUM | $533.8 M (2025-04-29) |
| Employees | 12 (42% Investors, 0% Brokers) |
| Phone | 415-300-4560 |
| Address | 3950 Civic Center Drive San Rafael, CA 94903 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.2 | ||
| Sentinelone Inc | 8.2 | ||
| Microsoft Corp | 2.4 | ||
| Fair Isaac Corp | 1.7 | ||
| Oracle Corp | 1.7 | ||
| Amazon Com Inc | 0.9 | ||
| Palantir Technologies Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 143 | 64.7 |
| (b) Individuals (high net worth individuals) | 178 | 448.5 |
| (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 | 4.9 |
| (h) Charitable organizations | 10 | 10.4 |
| (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 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 933 | 533.8 |
| By Discretionary | ||
| Discretionary | 933 | 533.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 933 | 533.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 533.8 | |
| Total | 933 | 533.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001990690] |
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|---|---|---|
|
HZ Investments Inc
✚
|
MD | 0.5 |
|
Atlantic Edge Private Wealth Management LLC
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0.5 | |
|
John A Wolfe & Associates Inc
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MI | 0.5 |
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Oak Family Advisors LLC
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IL | 0.5 |
|
Climber Capital Sa
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0.5 | |
|
Shikiar Asset Management Inc
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NY | 0.5 |
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Wolff Financial Management LLC
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MI | 0.5 |
|
Red Lighthouse Investment Management LLC
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|
0.5 | |
|
GEM Asset Management LLC
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|
MI | 0.5 |
|
Lawrence W Kelly & Associates Inc
✚
|
CA | 0.5 |