Meritas Wealth Management LLC at 100 Larkspur Landing Cir STE 110, Larkspur, Ca 94939 lists Tiffani R Clarke of Larkspur, CA as the associate.
|
Gregg E Clarke
Individual Agent
|
100 LARKSPUR LANDING CIR STE 110, LARKSPUR, CA 94939
|
|
|
Tiffani R Clarke
Manager
|
100 LARKSPUR LANDING CIR STE 110, LARKSPUR, CA 94939
|
|
100 LARKSPUR LANDING CIR STE 110, LARKSPUR, CA 94939
View Map
|
|
|
711 S CARSON ST # 4, CARSON CITY, NV 89701
View Map
|
| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameMERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$2,552,718 / $2,180,516 | 2022 | MERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 14 / 14 | $2,552,718 / $2,180,516 |
| 2021 | Plan NameMERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 14 Assets BOY/EOY$1,954,108 / $2,552,718 | 2021 | MERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 14 | $1,954,108 / $2,552,718 |
| 2020 | Plan NameMERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,559,754 / $1,954,108 | 2020 | MERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 11 | $1,559,754 / $1,954,108 |
| 2019 | Plan NameMERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$1,110,721 / $1,559,754 | 2019 | MERITAS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 9 / 11 | $1,110,721 / $1,559,754 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/06/2020 | Approved$196,200 Forgiven$198,253 LenderRedwood CU Jobs10 | 04/06/2020 | $196,200 | $198,253 | Redwood CU | 10 |
|
Meritas Wealth Management LLC
Registered in California
|
Larkspur, CA San Rafael, CA | View Report | |
|
Meritas Wealth Management LLC
Registered in Nevada
|
Carson City, NV | View Report |
|
Redwood Grove Wealth Management LLC
Registered in California
|
Larkspur, CA Petaluma, CA (1 more) | View Report | |
|
Std Financial Corp.
Registered in California
|
Larkspur, CA | View Report | |
|
Mortgage Service America CO.
Registered in California
|
Larkspur, CA Santa Rosa, CA | View Report | |
|
Mortgage Service America CO.
Registered in North Carolina
|
Larkspur, CA | View Report | |
|
Fcmc Insurance Agency
Registered in California
|
Larkspur, CA Santa Rosa, CA | View Report | |
|
Mortgage Service America CO.
Registered in Texas
|
Larkspur, CA | View Report |
The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration