Meritas Wealth Management, LLC

CRD 148565 · San Rafael, CA · $618.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 148565
SEC number: 801-69687
Firm type: RIA
Assets under management: $618.9M as of Mar 27, 2026
Website: www.linkedin.com/COMPANY/MERITAS-WEALTH-MANAGEMENT-LLC ↗
Phone: 415-300-4560
Address: 3950 Civic Center Drive, San Rafael, CA, 94903

Advisors at this firm

6 in our index · page 1 of 1

Jennifer Shirley Arbini BahiCRD 7673573 · San Rafael, CA

IA Registered
Gregg Eric ClarkeCRD 2430243 · San Rafael, CA

IA Registered
Tiffani Rae ClarkeCRD 5660120 · San Rafael, CA

IA Registered
Kenneth Charles GottCRD 4364789 · Healdsburg, CA

IA Registered
Jacqueline Kendall RemarCRD 7008423 · San Rafael, CA

IA Registered
Cristi Marie TannerCRD 7899042 · Washington, DC

IA Registered

Source & corrections

Where this page comes from

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