Financial ADVSR advisor directory · SEC adviser records
Meritas Wealth Management, LLC financial advisors
Every SEC-registered investment adviser representative at Meritas Wealth Management, LLC, by the state and city of the office they work from.
6 registered advisors work at Meritas Wealth Management, LLC, in 1 state and 1 city; the most are in San Rafael, CA (6). 5 list the CFP designation and 0 are also registered broker representatives.
Search every Meritas Wealth Management, LLC advisor by name →Who joined and left Meritas Wealth Management, LLC →Meritas Wealth Management, LLC: assets, clients and custodians →
Cities with the most Meritas Wealth Management, LLC advisors
Meritas Wealth Management, LLC advisors by state
Questions
How many financial advisors does Meritas Wealth Management, LLC have?
6 investment adviser representatives are registered with Meritas Wealth Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 1 cities. 5 list the CFP designation and 0 are also registered as broker representatives.
Where does Meritas Wealth Management, LLC have the most advisors?
San Rafael, CA, with 6 registered advisors. By state, California has the most, with 6.
How do I find a Meritas Wealth Management, LLC financial advisor near me?
Pick your state below, then your city, to see every Meritas Wealth Management, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Meritas Wealth Management, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →