# Meritas Wealth Management

Meritas Wealth Management is a Bank / Wealth / Trust based in San Rafael, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Rafael, United States
- **Region:** North America
- **Address:** Larkspur, CA, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** www.meritaswealth.com
- **LinkedIn:** https://www.linkedin.com/company/meritas-wealth-management-llc

## Regulatory record

- **CRD number:** 148565
- **SEC file number:** 801-69687
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148565

## About

Meritas Wealth Management is an SEC-registered investment adviser in San Rafael, CA, registered since 2008. The firm manages approximately $619 million in assets. It has 12 employees and 5 investment advisers.

## Questions

### Does Meritas operate as a broker-dealer or take commissions?

No. Meritas is a fee-only Registered Investment Advisor and a fiduciary. It does not receive referral fees or commissions from outside companies and states explicitly that it is not a broker-dealer, commercial lending institution, or investment bank. The firm's only compensation comes from asset-management and financial-planning fees paid by clients.

### What kind of client does Meritas target?

By its own description, Meritas serves Bay Area executives who value a personal, informed-delegator approach. The firm characterizes its clients as people who enjoy outdoor activities, travel, food and wine, and community involvement, and who want peace of mind that their financial path has been thoroughly explored and optimized.

### How does Meritas build client portfolios?

Meritas customizes tax-efficient portfolios using low-cost institutional share classes. The firm employs systematic rebalancing and coordinated diversification to manage risk and target optimized returns. The philosophy is public-market oriented; there is no disclosed participation in private equity, venture capital, direct co-investments, or alternatives.

## Related profiles

- [Meritage Partners](https://altss.com/profile/meritage-partners)
- [Merit Circle](https://altss.com/profile/merit-circle)

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Last updated: 2026-06-03T20:00:00.000Z

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