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The fee is billed in advance, is negotiable and has a $10,000 annual minimum.","source":"MERITAS WEALTH MANAGEMENT ADV PART 2A MARCH 2026, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Meritas Wealth Management use?","answer":"Meritas Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $618M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Meritas Wealth Management have?","answer":"Meritas Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 12 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Meritas Wealth Management invest in?","answer":"At the end of its last fiscal year, Meritas Wealth Management’s separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities and 4% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Meritas Wealth Management?","answer":"Meritas Wealth Management’s direct owners are Gregg Clarke, the Gregg E. Clarke and Tiffani R. Clarke Revocable Trust Dated 4/6/95, the Gregg E. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}