MERITIS WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$224,394,856
Discretionary
$224,394,856
Non-discretionary
$0
Firm details
- CRD number
- 336539
- SEC file number
- 801-132983
- Main office
- POTOMAC, MD, United States
- Employees
- 3
- SEC status
- Approved
- Website
- Http://www.meritiswealth.com
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.