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METIS WEALTH MANAGEMENT & PLANNING LLC
CRD 305086 · SEC 801-132805
5 RED CEDAR ST, SUITE 201, BLUFFTON, SC, 29910, United States
Phone
843-271-6088
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$114.9M
Discretionary AUM
$113.7M
Team
2 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 430 | $11.5M |
| High net worth individuals | 31 | $101.0M |
| Charitable organizations | 1 | $9K |
| Corporations/business entities | 3 | $2.4M |
States served
MA, NY, SC, TX
All web addresses on file
Official SEC filing: View on IAPD