# MERITAS WEALTH MANAGEMENT, LLC

MERITAS WEALTH MANAGEMENT, LLC of SAN RAFAEL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 148565
- Type: SEC-registered investment adviser
- SEC file number: 801-69687
- Location: 3950 CIVIC CENTER DRIVE, SUITE 210, SAN RAFAEL, CA, 94903
- Phone: 415-300-4560
- Latest filing: 2026-03-27
- Regulatory AUM: $618.9M
- Discretionary AUM: $618.9M
- Clients: 12
- Accounts: 949

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Kenneth Charles Gott | PRINCIPAL, MANAGER, CCO | San Francisco, CA |
| Mark Granville Leavitt | MANAGER | — |
| Gregg Eric Clarke | PRINCIPAL, MANAGER, TRUSTEE OF THE CLARKE TRUST DTD 4/6/95 (SINCE 2014) | — |
| Tiffani Rae Clarke | CFO, TRUSTEE OF THE CLARKE TRUST DTD DATED 4/6/95 (SINCE 2014) | — |
| GOTT KENNETH CHARLES | MANAGING MEMBER; MEMBER; PRINCIPAL, MANAGER, CCO (+1 more) | — |
| CLARKE GREGG ERIC | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER (SINCE 2008), TRUSTEE OF THE CLARKE TRUST DTD 4/6/95 (SINCE 2014) (+4 more) | — |
| CLARKE TIFFANI RAE | CCO/CFO/MEMBER, TRUSTEE OF THE CLARKE TRUST DTD DATED 4/6/95 (SINCE 2014); CFO, TRUSTEE OF THE CLARKE TRUST DTD DATED 4/6/95 (SINCE 2014); CHIEF COMPLIANCE OFFICER (+3 more) | — |
| LEAVITT MARK GRANVILLE | MANAGER; MANAGING MEMBER; PRINCIPAL, MANAGER (+1 more) | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| HEALDSBURG | CA | 1 | 707-508-4600 |
| — | — | 1 | 415-300-4560 |
| HEALDSBURG | CA | 1 | 707-508-4600 |
| — | — | 1 | 415-300-4560 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148565/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148565/similar
- Related entities: https://search.stillhousedata.com/firm/148565/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148565

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.