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MERITAS WEALTH MANAGEMENT, LLC

SAN RAFAEL, CA · CRD 148565 · IAPD ↗ · 415-300-4560

$618.9MRegulatory AUM
5Advisory reps
12Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — MERITAS WEALTH MANAGEMENT, LLC notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — MERITAS WEALTH MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
April 2025 — MERITAS WEALTH MANAGEMENT, LLC moved its main office from LARKSPUR, CA to SAN RAFAEL, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
April 2025 — MERITAS WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($483.8M -> $533.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
April 2024 — MERITAS WEALTH MANAGEMENT, LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.