Overview
Assets Under Management: $115 million
Headquarters: BLUFFTON, SC
High-Net-Worth Clients: 31
Average Client Assets: $3 million
Frequently Asked Questions
METIS WEALTH MANAGEMENT & PLANNING LLC 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 #305086), METIS WEALTH MANAGEMENT & PLANNING LLC is subject to fiduciary duty under federal law.
METIS WEALTH MANAGEMENT & PLANNING LLC is headquartered in BLUFFTON, SC.
METIS WEALTH MANAGEMENT & PLANNING LLC serves 31 high-net-worth clients according to their SEC filing dated January 24, 2026. View client details ↓
According to their SEC Form ADV, METIS WEALTH MANAGEMENT & PLANNING LLC offers financial planning and portfolio management for individuals. View all service details ↓
METIS WEALTH MANAGEMENT & PLANNING LLC manages $115 million in client assets according to their SEC filing dated January 24, 2026.
According to their SEC Form ADV, METIS WEALTH MANAGEMENT & PLANNING LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.94
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 228
Discretionary Accounts: 227
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 305086
Filing ID: 2043110
Last Filing Date: 2026-01-24 11:48:37