Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001990690-25-000001
Filing Date
2025-01-16
Accepted
2025-01-16 12:38:00
Documents
2
Period of Report
2024-12-31
Effectiveness Date
2025-01-16

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2079
2 meritas13F20241231.html INFORMATION TABLE  
2 meritas13F20241231.xml INFORMATION TABLE 26855
  Complete submission text file 0001990690-25-000001.txt   30191
Mailing Address 100 LARKSPUR LANDING CIRCLE SUITE 110 LARKSPUR CA 94939
Business Address 100 LARKSPUR LANDING CIRCLE SUITE 110 LARKSPUR CA 94939 415-300-4560
Meritas Wealth Management, LLC (Filer) CIK: 0001990690 (see all company filings)

EIN.: 320269007 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23380 | Film No.: 25535010