Meritas Wealth Management LLC

Meritas Wealth Management LLC, also known as MERITAS WEALTH MANAGEMENT, LLC, is a Limited Liability Company based in California with 10 employees, 5 serving in advisory roles. Although the number of clients they serve is unknown, their last SEC status report shows they were approved and registered on October 29, 2008.

• GREGG ERIC CLARKE

  MANAGING MEMBER (SINCE 2008), TRUSTEE OF THE CLARKE TRUST DTD 4/6/95 (SINCE 2014) owns more than 25% but less than 50%

• KENNETH CHARLES GOTT

  MANAGING MEMBER owns more than 25% but less than 50%

• MARK GRANVILLE LEAVITT

  MANAGING MEMBER owns more than 10% but less than 25%

• THE GREGG E. CLARKE AND TIFFANI R. CLARKE REVOCABLE TRUST DATED 4/6/95

  MEMBER owns more than 25% but less than 50%

• TIFFANI RAE CLARKE

  CHIEF COMPLIANCE OFFICER/MEMBER (SINCE 2009), TRUSTEE OF THE CLARKE TRUST DTD DATED 4/6/95 (SINCE 2014) owns less than 5%

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