MERITAS WEALTH MANAGEMENT, LLC of SAN RAFAEL, CA is an SEC-registered investment adviser (CRD 148565). Regulatory assets under management: $618.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| 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) | — |
| City | State | Employees | Phone |
|---|---|---|---|
| HEALDSBURG | CA | 1 | 707-508-4600 |
| — | — | 1 | 415-300-4560 |
| HEALDSBURG | CA | 1 | 707-508-4600 |
| — | — | 1 | 415-300-4560 |