Overview
Assets Under Management: $224 million
Headquarters: POTOMAC, MD
High-Net-Worth Clients: 68
Average Client Assets: $3 million
Frequently Asked Questions
MERITIS WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336539), MERITIS WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
MERITIS WEALTH MANAGEMENT, INC. is headquartered in POTOMAC, MD.
MERITIS WEALTH MANAGEMENT, INC. serves 68 high-net-worth clients according to their SEC filing dated February 10, 2026. View client details ↓
According to their SEC Form ADV, MERITIS WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MERITIS WEALTH MANAGEMENT, INC. manages $224 million in client assets according to their SEC filing dated February 10, 2026.
According to their SEC Form ADV, MERITIS WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.23
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 418
Discretionary Accounts: 418
Regulatory Filings
CRD Number: 336539
Filing ID: 2039826
Last Filing Date: 2026-02-10 12:31:41