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Meritas Wealth Management LLC Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Meritas Wealth Management, LLC is an independent, fee-only financial planning and wealth management firm based in San Rafael, California. The company focuses on providing clients with disciplined investment guidance and sound financial planning aimed at helping them achieve their financial goals and life aspirations, anchored by a fiduciary standard that prioritizes client interests. Its services are positioned for individuals seeking comprehensive wealth management and planning, emphasizing prudent investment decisions and a rigorous, principles-based approach. With a relatively small professional team, the firm operates within the financial services industry and serves clients from its Northern California location. A recent development noted in local business reporting is the appointment of a resident associate, reflecting ongoing team expansion in the region.

Find Meritas Wealth Management LLC employees' phone numbers or email addresses

Meritas Wealth Management LLC Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Asia
1

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  • Bahrain
    1

Meritas Wealth Management LLC's Leadership

  • Operations Manager at Meritas Wealth Management LLC
    A. L.
    Operations Manager
    Mobile Phone
  • Project Manager at Meritas Wealth Management LLC
    S. C.
    Project Manager
    Mobile Phone
  • Associate Financial Planner at Meritas Wealth Management LLC
    J. B.
    Associate Financial Planner
    Mobile Phone

Meritas Wealth Management LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Other

Contact profiles from Meritas Wealth Management LLC

Name
Title
Contact
Location
Last Update
  • Operations Manager at Meritas Wealth Management LLC
    A. L.
    Operations Manager
    Mobile Phone
    Bay
    Jun 29, 2026
  • Project Manager at Meritas Wealth Management LLC
    S. C.
    Project Manager
    Mobile Phone
    Bahrain
    Apr 17, 2026
  • Associate Financial Planner at Meritas Wealth Management LLC
    J. B.
    Associate Financial Planner
    Mobile Phone
    May 16, 2025

Frequently Asked Questions

What is Meritas Wealth Management LLC known for?

Minus sign iconPlus sign iconMeritas Wealth Management LLC was founded in 2009 and operates in the Financial Services industry. You can contact Meritas Wealth Management LLC's main corporate office by phone at
+1-415-925-****
. Explore Meritas Wealth Management LLC's company overview page for more information.

What is Meritas Wealth Management LLC's most common email format?

Minus sign iconPlus sign iconMeritas Wealth Management LLC employees' email format typically follows the pattern of First@meritaswealth.com. Trying to find reliable and up-to-date employee contact data? Find more Meritas Wealth Management LLC email formats with LeadIQ.

How many employees does Meritas Wealth Management LLC have currently?

Minus sign iconPlus sign iconMeritas Wealth Management LLC has approximately 12 employees as of September 2026. These team members are located across 2 continents, including North America and Asia.

Who are Meritas Wealth Management LLC's key employees and leadership?

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As of September 2026, Meritas Wealth Management LLC's key employees include:

  • Operations Manager: A. L.
  • Project Manager: S. C.
  • Associate Financial Planner: J. B.

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