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MERITIS WEALTH MANAGEMENT, INC.

CRD 336539 · SEC 801-132983

Visit website

12435 PARK POTOMAC AVE, SUITE 440, POTOMAC, MD, 20854, United States

Phone

240-396-6600

Fax

240-396-6533

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$224.4M

Discretionary AUM

$224.4M

Team

3 total employees; 3 advisory reps; 130 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-02-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals62$30.8M
High net worth individuals68$191.3M

States served

DC, LA, MD, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD