MERITIS WEALTH MANAGEMENT, INC.
Potomac, MD
AUM
$224.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
240-396-6600
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MD, POTOMAC
1 adviser found
Potomac, MD
AUM
$224.4M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
240-396-6600