Metis Wealth Management & Planning LLC
Metis Wealth Management & Planning LLC is an SEC-registered mass-market adviser in Bluffton, SC with $114.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Metis Wealth Management & Planning LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305086, SEC 801-132805, data through 2026-01-24.
- AUM (assets under management / regulatory AUM)
- $114.9M (2026-01-24)
- Firm type
- Mass-Market Adviser
- Location
- Bluffton, SC
- Employees
- 2
- Clients
- 465
- CRD
- 305086
- Ownership
- Sokolowski, Robert, W; Sokolowski, Jennifer, S
How much AUM does Metis Wealth Management & Planning LLC have?
Metis Wealth Management & Planning LLC reported $114.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-24).
Who owns Metis Wealth Management & Planning LLC?
Disclosed owners and executives of Metis Wealth Management & Planning LLC include Sokolowski, Robert, W, Sokolowski, Jennifer, S. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.