Meritas Wealth Management, LLC
Meritas Wealth Management, LLC is an independent registered investment adviser headquartered in San Rafael, California. Founded by a team with over 90 years of combined industry experience, the firm operates with 12 employees as of April 2025. Meritas serves primarily individual investors (both high net worth and non-high net worth), along with charitable organizations and pension plans. The firm is fee-only, acts as a fiduciary, and specializes in holistic wealth management services tailored to client goals, with a strong emphasis on trust, transparency, and personalized service.
Investment Strategy
Meritas Wealth Management offers discretionary investment advisory services, focusing on personalized, tax-efficient portfolios tailored to each client's financial goals and risk preferences. The firm primarily invests in mutual funds, exchange-traded funds (ETFs), and, when appropriate, individual equities and debt securities. Meritas employs a disciplined, systematic portfolio management process, aiming to optimize returns while minimizing unnecessary risk through coordinated diversification and regular rebalancing, utilizing low-cost institutional class investments. As a fiduciary and fee-only adviser, Meritas prioritizes objective advice and transparency, with a long-term partnership approach.
Top Holdings
Equity Positions (59)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFUV | DIMENSIONAL ETF TRUST | 12.82% | $25.9M | 579,141 | $33.55 | $44.69 | +$969.4K |
D DFAT | DIMENSIONAL ETF TRUST | 12.16% | $24.6M | 421,864 | $44.00 | $58.21 | +$1.3M |
D DFUS | DIMENSIONAL ETF TRUST | 10.20% | $20.6M | 284,403 | $46.57 | $72.44 | +$2.0M |
A AVUV | AMERICAN CENTY ETF TR | 9.50% | $19.2M | 192,670 | $87.40 | $99.53 | +$3.3M |
D DFIV | DIMENSIONAL ETF TRUST | 7.57% | $15.3M | 331,499 | $32.46 | $46.12 | +$1.2M |