1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MERITIS WEALTH MANAGEMENT, INC.

Map pinPOTOMAC, MD
Phone240-396-6600
NotebookSEC #801-132983
Total AUM
$224.4M
Employees
3
Clients
131

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12435 PARK POTOMAC AVE
SUITE 440
POTOMAC
MD 20854
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
240-396-6600

ReceiptFinancials

Total AUM
$224.4M
Accounts
418
Discretionary
$224.4M
Accounts
418
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
62
AUM
$30.8M
HNW Individual Clients
68
AUM
$191.3M
Pension/Profit Sharing Plan Clients
1
AUM
$2.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLLAMDTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account