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CFO, Trustee of the Clarke Trust DTD Dated 4/6/95 (since 2014) · Meritas Wealth Management, LLC

Tiffani R. Clarke

CRD 5660120 · Named on Form ADV at one SEC-registered adviser

At a glance

Meritas Wealth Management, LLC, an SEC-registered wealth manager based in SAN Rafael, CA with $619 million in regulatory assets, lists Tiffani R. Clarke on its Form ADV as CFO, Trustee of the Clarke Trust DTD Dated 4/6/95 (since 2014), a control person.

Firms and roles

  • Meritas Wealth Management, LLCCFO, Trustee of the Clarke Trust DTD Dated 4/6/95 (since 2014)Wealth manager · SAN Rafael, CA · $619M in regulatory assets

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Tiffani’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Gregg E. ClarkePrincipal, Manager, Trustee of the Clarke Trust DTD 4/6/95 (since 2014), Meritas Wealth Management, LLC
  • Kenneth C. GottPrincipal, Manager, CCO, Meritas Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tiffani’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.