Overview
Assets Under Management: $172 million
Headquarters: TIMONIUM, MD
High-Net-Worth Clients: 50
Average Client Assets: $3 million
Frequently Asked Questions
META WEALTH ADVISORY 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 #338023), META WEALTH ADVISORY is subject to fiduciary duty under federal law.
META WEALTH ADVISORY is headquartered in TIMONIUM, MD.
META WEALTH ADVISORY serves 50 high-net-worth clients according to their SEC filing dated January 07, 2026. View client details ↓
According to their SEC Form ADV, META WEALTH ADVISORY offers financial planning and portfolio management for individuals. View all service details ↓
META WEALTH ADVISORY manages $172 million in client assets according to their SEC filing dated January 07, 2026.
According to their SEC Form ADV, META WEALTH ADVISORY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.16
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 333
Discretionary Accounts: 333
Regulatory Filings
CRD Number: 338023
Filing ID: 2034453
Last Filing Date: 2026-01-07 16:46:57