RIA Intelligence

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

No fee data available. Fee information is extracted from Part 2 brochures.