Meta Wealth Advisory
Meta Wealth Advisory is an SEC-registered ria in Timonium, MD with $172.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Meta Wealth Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 338023, SEC 801-134259, data through 2026-06-09.
- AUM (assets under management / regulatory AUM)
- $172.1M (2026-06-09)
- Firm type
- Ria
- Location
- Timonium, MD
- Employees
- 3
- Clients
- 81
- CRD
- 338023
- Ownership
- THOMPSON, ANDREW, LEWIS HOLLINGSWORTH
How much AUM does Meta Wealth Advisory have?
Meta Wealth Advisory reported $172.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-09).
Who owns Meta Wealth Advisory?
Disclosed owners and executives of Meta Wealth Advisory include THOMPSON, ANDREW, LEWIS HOLLINGSWORTH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.