Meritas Wealth Management, Llc
- Regulatory AUM
- $619M
- Discretionary
- $619M
- Clients
- 335
- Avg AUM / client
- $1.8M
- Accounts
- 949
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 152 | $91.5M | 14.8% |
| High net worth individuals | 172 | $498M | 80.5% |
| Pension and profit sharing plans | Fewer than 5 clients | $9.6M | 1.55% |
| Charitable organizations | 11 | $12.6M | 2.04% |
| Corporations and other businesses | Fewer than 5 clients | $6.8M | 1.09% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregg Eric Clarke | Principal, Manager, Trustee Of The Clarke Trust Dtd 4/6/95 (Since 2014) | CFP | Dec 2008 (18y) | 25% – 50% |
| Tiffani Rae Clarke | Cfo, Trustee Of The Clarke Trust Dtd Dated 4/6/95 (Since 2014) | Apr 2009 (17y) | Less than 5% | |
| Kenneth Charles Gott | Principal, Manager, Cco | CFP | Sep 2015 (11y) | 25% – 50% |
| Mark Granville Leavitt | Manager | Jul 2023 (3y) | Less than 5% | |
| Jacqueline Kendall Remar | Registered representative | CFP | Aug 2018 (8y) | |
| Jennifer Shirley Arbini Bahi | Registered representative | CFP | Jan 2023 (4y) | |
| Cristi Marie Tanner | Registered representative | CFP | Apr 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Gregg E. Clarke And Tiffani R. Clarke Revocable Trust Dated 4/6/95 | Member | Dec 2014 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $618M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗