Meritas Wealth Management

EST. AUM
$618,946,502

CONTACTS
3

CLIENT ACCOUNTS
949

Firm Details

Metro area San Francisco
CRD Number 148565
Website meritaswealth.com
Client types

Overview

Meritas Wealth Management, LLC is a fee-only, fiduciary Registered Investment Adviser founded in 2008, headquartered in San Rafael, California, with a secondary office in Sonoma County. Known for its boutique, client-first ethos, the firm emphasizes a collaborative advisor-client relationship and a culture that stretches beyond financial planning into supporting a healthy work-life balance and community engagement.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Meritas Wealth Management

Platform Details

Investment Preferences

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Address

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