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Kenneth Charles Gott

Investment Adviser Representative at Meritas Wealth Management, LLC

Healdsburg, CACRD #4364789Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kenneth Charles Gott is an investment adviser representative with Meritas Wealth Management, LLC in Healdsburg, CA, where they have been registered since 2015. They have worked in the securities industry since 2007 and have been registered with 4 firms, including Aspiriant, LLC and KFQ Investment Advisors LLC. They are registered to provide investment advice in California and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Meritas Wealth Management, LLCCurrent
10/28/2015 – Healdsburg, CA
Aspiriant, LLC
8/6/2008 – 3/17/2015San Francisco, CA
KFQ Investment Advisors LLC
2/15/2008 – 5/20/2008San Francisco, CA
Kochis FITZ
5/1/2006 – 5/10/2008San Francisco, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Meritas Wealth Management, LLC
    Sep 2015 – no end date reportedLarkspur, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Meritas Wealth Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
2
Main office:
San Rafael, CA
SEC file number:
801-69687

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 27, 2026

View full firm profile

Other advisors at Meritas Wealth Management, LLC

5 other advisors in the directory

View Meritas Wealth Management, LLC firm profile

Similar advisors in Healdsburg, CA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kenneth Charles Gott has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Kenneth Charles Gott (Meritas Wealth Management)