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- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Prime
- Established Date
- 10-29-2008
- Office Locations
- 3
Office Locations
About Meritas Wealth Management, LLC
Meritas Wealth Management is a California-based RIA focused on comprehensive financial planning for busy executives and other informed delegators, aligning strategies to client comfort and goals. The team pairs planning (tax, estate, charitable and retirement considerations) with personalized portfolio construction and ongoing investment management, with custody often at Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GREGG ERIC CLARKE
Financial Advisor
- CRD
- #2430243
- Ownership
- 25% but less than 50%
KENNETH CHARLES GOTT
Chief Compliance Officer, Manager, PRINCIPAL, Senior Financial Planner
- CRD
- #4364789
- Ownership
- 25% but less than 50%
Foundation momentum
Summit ridge timber
- CRD
- #55580
- Ownership
- 38.5%
Showing 2 of 3 owners & executives
Unlock allContacts
Jennifer Shirley Arbini Bahi
--
- CRD
- #7673573
Jacqueline Kendall Remar
Financial Planner
- CRD
- #7008423
Frontier timber
Vertex glacier atlas
- CRD
- #29177
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $618,946,502 | $652,209 |
| Non-Discretionary | $0 | -- |
| Total | $618,946,502 | $652,209 |
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Separately Managed Accounts
Total SMA Asset: $618,946,502
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $220,855,749 | 33.8% |
| Equity - Exchange | $134,604,392 | 20.6% |
| Cash | $297,959,236 | 45.6% |
| Total | $653,419,377 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA SUMMIT | PATHWAY ATLAS | 8X3UHOEXW | ETZ | 9.57% | $34,533,162 |
| VERTEX MOMENTUM | FUSION PRIME | 640U0EAI2 | LOR | 9.06% | $16,071,453 |
| MOMENTUM OPTIMA UNISON | BEACON OPTIMA | W4O90W4N3 | UPHU | 6.57% | $23,751,209 |
| RADIAL BRIDGE | LEGACY MATRIX | LQ8213U3Q | GDBOD | 5.96% | $87,513,422 |
| DELTA FUSION | FUSION NORTH | ZMIXT3SIY | SQHAM | 5.65% | $16,528,934 |
| VECTOR PEAK | ATLAS OPTIMA | I3BHR8I0A | LVUDY | 4.93% | $108,465,965 |
| VALUE EMBER FOUNDATION | RIDGE TIMBER | W7U9A3G6O | NQV | 6.89% | $38,139,696 |
| CATALYST NORTH FRONTIER | RIDGE VITAL | 09TPU1GYQ | QWGQ | 4.04% | $42,389,496 |