Meritas Wealth Management is an investment advisor in Larkspur with $523.18 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
320269007
SEC advisor number
801-69687
FINRA CRD number
148565
AUM ?
$483.84 mm
(as of 26 Apr 24)
Accounts
902
(as of 26 Apr 24)
Employees
11
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Jul 24
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
5 Sep 23
13F-HR
Quarterly holdings report by institutional manager
5 Sep 23
13F-HR
Quarterly holdings report by institutional manager
5 Sep 23