Meritas Wealth Management LLC Employee Directory

Q: What is Meritas Wealth Management LLC known for?

Meritas Wealth Management LLC was founded in 2009. Meritas Wealth Management LLC operates in the Financial Services industry.

Financial ServicesCalifornia, United States11-50 Employees

Meritas Wealth Management, LLC is an independent, fee-only financial planning and wealth management firm. Our aim is to provide our clients with the proper guidance, sound financial planning and prudent investment advice required to fully realize their financial goals and life aspirations. The fundamental foundation of our practice is a disciplined approach to our investment philosophy and the academic principles that support it, and our stringent dedication to a fiduciary standard of placing our clients and their interests first.

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

Meritas Wealth Management LLC Global Highlights

North America
16

United States Of America
16

Asia
1

Bahrain
1

Meritas Wealth Management LLC's Leadership

A. L.
Operations Manager
Mobile Phone
Email
S. C.
Project Manager
Mobile Phone
Email
J. K.
Administrative Assistant
Mobile Phone
Email
J. B.
Associate Financial Planner
Mobile Phone
Email

Contact profiles from Meritas Wealth Management LLC

Name

Title

Contact Info

Location

Last Update

A. L.
Operations Manager
Mobile Phone
Email
Bay
Aug 20, 2025
S. C.
Project Manager
Mobile Phone
Email
Bahrain
Oct 25, 2025
J. K.
Administrative Assistant
Mobile Phone
Email
UNITED STATES
May 21, 2025
J. B.
Associate Financial Planner
Mobile Phone
Email
May 16, 2025

Frequently Asked Questions

What is Meritas Wealth Management LLC known for?

Meritas Wealth Management LLC was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 3950 Civic Center Drive, Suite #210; you can contact the 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?

Meritas Wealth Management LLC employees' email format typically follows the pattern of . 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?

Meritas Wealth Management LLC has approximately 11 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

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

As of December 2025, Meritas Wealth Management LLC's key employees include:

Operations Manager: A. L.
Project Manager: S. C.
Administrative Assistant: J. K.
Associate Financial Planner: J. B.

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