Kenneth Gott has been Principal, Manager, CCO of Meritas Wealth Management since September 2015, is a control person of the firm and directly owns between 25% and 50% of it.
Meritas Wealth Management, LLC is a San Rafael, CA firm with $619M under management, 335 clients and 5 advisers across 3 offices, as of its March 2026 filing.
Kenneth Gott’s longest registration is the current one, 10 years at Meritas Wealth Management since 2015. Before joining Meritas Wealth Management in 2015, Kenneth Gott was registered through Aspiriant, LLC and KFQ Investment Advisors LLC.
- – present · 10 yearsHealdsburg, CA · Adviser representative · Firm CRD 148565
- Aspiriant, LLC– · 6 yearsSan Francisco, CA · Adviser representative · Firm CRD 146720
- KFQ Investment Advisors LLC– · under a yearSan Francisco, CA · Adviser representative · Firm CRD 123854
- Kochis Fitz– · 2 yearsSan Francisco, CA · Adviser representative · Firm CRD 109977
Investment adviser representative registrations
Kenneth Gott is registered as an investment adviser representative in 2 states. The first approvals date from October 2015; the most recent is Texas, in March 2019.
- CaliforniaSince 28 October 2015
- TexasSince 19 March 2019
Examinations
No examinations are on Kenneth Gott’s record.
- Full name
- Kenneth Charles Gott
- CRD
- 4364789
- Firm
- Meritas Wealth Management · CRD 148565
- Role
- Principal, Manager, CCO
- Office
- 245 Foss Creek Circle, Healdsburg, CA 95448
- Registration
- Investment adviser registration
- In the industry since
- February 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Kenneth Gott work?
Kenneth Gott has been Principal, Manager, CCO of Meritas Wealth Management, LLC since September 2015, and is a control person of the firm.
Is Kenneth Gott a financial advisor?
Yes. Kenneth Gott has a current investment-adviser registration in California and Texas, through Meritas Wealth Management since October 2015.
How many years of experience does Kenneth Gott have?
Kenneth Gott has 19 years in the financial industry, since February 2007, across 4 adviser firms.
Where did Kenneth Gott work before Meritas Wealth Management?
Before Meritas Wealth Management, Kenneth Gott was registered through Aspiriant, LLC, August 2008 to March 2015; KFQ Investment Advisors LLC, February 2008 to May 2008; Kochis Fitz, May 2006 to May 2008.
Where is Kenneth Gott based?
Kenneth Gott’s registered office is in Healdsburg, CA.
Is Kenneth Gott registered with FINRA?
No. Kenneth Gott has no current broker registration.
How can I verify Kenneth Gott’s record?
Search CRD 4364789 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kenneth Gott’s full registration record.