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MERITAS WEALTH MANAGEMENT, LLC

Tel: 415-300-4560
100 Larkspur Landing Circle
Ste. 110
Larkspur, California  94939

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MERITAS WEALTH MANAGEMENT, LLC

MERITAS WEALTH MANAGEMENT, LLC is a Larkspur, California based financial advisory firm with nearly $483,839,170 in assets under management and provides investment advisory services for 902 clients. There are currently 11 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

148565

SEC#:

801-69687

No. of Clients:

902

Assets under Management

$483,839,170

No. of Advisors:

11

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