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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
6 advisers found
ADDAX BRIDGE FINANCIAL
Potomac, MD
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
240-292-9478
Full profileNo website
FORTUNENAVI CAPITAL INC.
Potomac, MD
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
347-393-4230
Full profileNo website