METIS WEALTH MANAGEMENT & PLANNING LLC
SEC Form ADV profile.
Total regulatory AUM
$114,852,391
Discretionary
$113,663,033
Non-discretionary
$1,189,358
Firm details
- CRD number
- 305086
- SEC file number
- 801-132805
- Main office
- BLUFFTON, SC, United States
- Employees
- 2
- SEC status
- Approved
- Website
- https://metiswealthllc.com/
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.