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Meritas Advisors

EST. AUM
$99,416,530

CONTACTS
2

CLIENT ACCOUNTS
222

Firm Details

Metro area San Francisco
CRD Number 157071
Website meritasadvisors.com
Client types

Overview

Meritas Advisors, a registered investment advisory firm based in Marin County, California, focuses on providing personalized wealth management services. The firm’s guiding principles, Merit and Veritas (Latin for truth), reflect its commitment to maintaining a high standard of service and investment transparency. Meritas Advisors works closely with clients to understand their financial objectives, concerns, and preferences, tailoring portfolios to meet their unique goals. This client-centric approach ensures that investments evolve with market conditions and personal circumstances.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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