MERITAS WEALTH MANAGEMENT, LLC
CRD #148565 SEC #801-69687 SAN RAFAEL, CA 415-300-4560
SEC Registered
Total AUM
$533.8M
Discretionary
$533.8M
Employees
12
Clients
101
Accounts
933
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $533.8M | $533.8M | $0 | 12 | 0 |
| Apr 2025 | $533.8M | $533.8M | $0 | 12 | 0 |
| Mar 2025 | $533.8M | $533.8M | $0 | 12 | 0 |
| Apr 2024 | $483.8M | $483.8M | $0 | 11 | 0 |
| Mar 2024 | $483.8M | $483.8M | $0 | 11 | 0 |
| Dec 2023 | $523.2M | $523.2M | $0 | 12 | 0 |
| Sep 2023 | $523.2M | $523.2M | $0 | 12 | 0 |
| Jul 2023 | $523.2M | $523.2M | $0 | 12 | 0 |
| Apr 2023 | $523.2M | $523.2M | $0 | 12 | 0 |
| Feb 2023 | $523.2M | $523.2M | $0 | 12 | 0 |
| Jan 2023 | $560.6M | $560.6M | $0 | 13 | 0 |
| Oct 2022 | $560.6M | $560.6M | $0 | 13 | 0 |
| Oct 2022 | $560.6M | $560.6M | $0 | 13 | 0 |
| Apr 2022 | $560.6M | $560.6M | $0 | 13 | 0 |
| Feb 2022 | $560.6M | $560.6M | $0 | 13 | 0 |
| Oct 2021 | $454.6M | $454.6M | $0 | 13 | 0 |
| Apr 2021 | $454.6M | $454.6M | $0 | 13 | 0 |
| Mar 2021 | $454.6M | $454.6M | $0 | 13 | 0 |
| Oct 2020 | $389M | $389M | $0 | 11 | 0 |
| Jun 2020 | $389M | $389M | $0 | 11 | 0 |
| Apr 2020 | $389M | $389M | $0 | 11 | 0 |
| Feb 2020 | $389M | $389M | $0 | 11 | 0 |
| Oct 2019 | $345.1M | $345.1M | $0 | 10 | 0 |
| Mar 2019 | $345.1M | $345.1M | $0 | 10 | 0 |
| Mar 2019 | $345.1M | $345.1M | $0 | 10 | 0 |
| Nov 2018 | $280.2M | $280.2M | $0 | 8 | 0 |
| Oct 2018 | $280.2M | $280.2M | $0 | 8 | 0 |
| Jul 2018 | $280.2M | $280.2M | $0 | 8 | 0 |
| Feb 2018 | $280.2M | $280.2M | $0 | 8 | 0 |
| Jan 2018 | $280.2M | $280.2M | $0 | 8 | 0 |
| Mar 2017 | $232.6M | $232.6M | $0 | 7 | 200 |
| Dec 2016 | $198.4M | $198.4M | $0 | 7 | 200 |
| Feb 2016 | $198.4M | $198.4M | $0 | 7 | 200 |
| Oct 2015 | $192.6M | $192.6M | $0 | 6 | 200 |
| Sep 2015 | $192.6M | $192.6M | $0 | 6 | 200 |
| Mar 2015 | $192.6M | $192.6M | $0 | 6 | 200 |
| Mar 2014 | $170.9M | $170.9M | $0 | 6 | 200 |
| Dec 2013 | $138.9M | $138.9M | $0 | 6 | 140 |
| Mar 2013 | $138.9M | $138.9M | $0 | 6 | 140 |
| Feb 2013 | $138.9M | $138.9M | $0 | 6 | 140 |
| Nov 2012 | $125.3M | $125.3M | $0 | 6 | 140 |
| Mar 2012 | $125.3M | $125.3M | $0 | 1 | 140 |
| Jun 2010 | $91.8M | $91.8M | $0 | 5 | -- |
| Mar 2010 | $91.8M | $91.8M | $0 | 5 | -- |
| Apr 2009 | $70M | $70M | $0 | 5 | -- |
DateSep 2025
Total AUM$533.8M
Discretionary$533.8M
Non-Disc.$0
Employees12
Clients0
DateApr 2025
Total AUM$533.8M
Discretionary$533.8M
Non-Disc.$0
Employees12
Clients0
DateMar 2025
Total AUM$533.8M
Discretionary$533.8M
Non-Disc.$0
Employees12
Clients0
DateApr 2024
Total AUM$483.8M
Discretionary$483.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$483.8M
Discretionary$483.8M
Non-Disc.$0
Employees11
Clients0
DateDec 2023
Total AUM$523.2M
Discretionary$523.2M
Non-Disc.$0
Employees12
Clients0
DateSep 2023
Total AUM$523.2M
Discretionary$523.2M
Non-Disc.$0
Employees12
Clients0
DateJul 2023
Total AUM$523.2M
Discretionary$523.2M
Non-Disc.$0
Employees12
Clients0
DateApr 2023
Total AUM$523.2M
Discretionary$523.2M
Non-Disc.$0
Employees12
Clients0
DateFeb 2023
Total AUM$523.2M
Discretionary$523.2M
Non-Disc.$0
Employees12
Clients0
DateJan 2023
Total AUM$560.6M
Discretionary$560.6M
Non-Disc.$0
Employees13
Clients0
DateOct 2022
Total AUM$560.6M
Discretionary$560.6M
Non-Disc.$0
Employees13
Clients0
DateOct 2022
Total AUM$560.6M
Discretionary$560.6M
Non-Disc.$0
Employees13
Clients0
DateApr 2022
Total AUM$560.6M
Discretionary$560.6M
Non-Disc.$0
Employees13
Clients0
DateFeb 2022
Total AUM$560.6M
Discretionary$560.6M
Non-Disc.$0
Employees13
Clients0
DateOct 2021
Total AUM$454.6M
Discretionary$454.6M
Non-Disc.$0
Employees13
Clients0
DateApr 2021
Total AUM$454.6M
Discretionary$454.6M
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$454.6M
Discretionary$454.6M
Non-Disc.$0
Employees13
Clients0
DateOct 2020
Total AUM$389M
Discretionary$389M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$389M
Discretionary$389M
Non-Disc.$0
Employees11
Clients0
DateApr 2020
Total AUM$389M
Discretionary$389M
Non-Disc.$0
Employees11
Clients0
DateFeb 2020
Total AUM$389M
Discretionary$389M
Non-Disc.$0
Employees11
Clients0
DateOct 2019
Total AUM$345.1M
Discretionary$345.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$345.1M
Discretionary$345.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$345.1M
Discretionary$345.1M
Non-Disc.$0
Employees10
Clients0
DateNov 2018
Total AUM$280.2M
Discretionary$280.2M
Non-Disc.$0
Employees8
Clients0
DateOct 2018
Total AUM$280.2M
Discretionary$280.2M
Non-Disc.$0
Employees8
Clients0
DateJul 2018
Total AUM$280.2M
Discretionary$280.2M
Non-Disc.$0
Employees8
Clients0
DateFeb 2018
Total AUM$280.2M
Discretionary$280.2M
Non-Disc.$0
Employees8
Clients0
DateJan 2018
Total AUM$280.2M
Discretionary$280.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$232.6M
Discretionary$232.6M
Non-Disc.$0
Employees7
Clients200
DateDec 2016
Total AUM$198.4M
Discretionary$198.4M
Non-Disc.$0
Employees7
Clients200
DateFeb 2016
Total AUM$198.4M
Discretionary$198.4M
Non-Disc.$0
Employees7
Clients200
DateOct 2015
Total AUM$192.6M
Discretionary$192.6M
Non-Disc.$0
Employees6
Clients200
DateSep 2015
Total AUM$192.6M
Discretionary$192.6M
Non-Disc.$0
Employees6
Clients200
DateMar 2015
Total AUM$192.6M
Discretionary$192.6M
Non-Disc.$0
Employees6
Clients200
DateMar 2014
Total AUM$170.9M
Discretionary$170.9M
Non-Disc.$0
Employees6
Clients200
DateDec 2013
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees6
Clients140
DateMar 2013
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees6
Clients140
DateFeb 2013
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees6
Clients140
DateNov 2012
Total AUM$125.3M
Discretionary$125.3M
Non-Disc.$0
Employees6
Clients140
DateMar 2012
Total AUM$125.3M
Discretionary$125.3M
Non-Disc.$0
Employees1
Clients140
DateJun 2010
Total AUM$91.8M
Discretionary$91.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$91.8M
Discretionary$91.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--