Meritis Wealth Management, Inc.
Meritis Wealth Management, Inc. is an SEC-registered wealth manager in Potomac, MD with $224.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Meritis Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336539, SEC 801-132983, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $224.4M (2026-06-26)
- Firm type
- Wealth Manager
- Location
- Potomac, MD
- Employees
- 3
- Clients
- 130
- CRD
- 336539
- Ownership
- FRANKE, JADE, NICOLE; BROWN, JAMES, CHRISTOPHER
How much AUM does Meritis Wealth Management, Inc. have?
Meritis Wealth Management, Inc. reported $224.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Meritis Wealth Management, Inc.?
Disclosed owners and executives of Meritis Wealth Management, Inc. include FRANKE, JADE, NICOLE, BROWN, JAMES, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.