Meritis Wealth Management, Inc.
SEC RegisteredA personalized approach to managing wealth
About the firm
Meritis Wealth Management, Inc. is a Registered Investment Advisor located in the State of Maryland that provides investment advisory and related services for clients nationally. The firm works with clients and their other professional advisors — including attorneys and accountants — to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management plans, personalized investment advisory services, support and guidance in pursuit of clients' financial goals.
Who they serve
Families and individuals, pre-retirees, retirees, and those experiencing sudden wealth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 62 | $31M |
| High Net Worth Individuals | 68 | $191M |
130 total clients reported on Form ADV.
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $1,000,000 | 1.15% |
| $1,000,001 - $3,000,000 | 1.00% |
| $3,000,001 - $5,000,000 | 0.90% |
| $5,000,001 - $10,000,000 | 0.85% |
| Over $10,000,000 | — |
Data as of February 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Meritis Wealth Management, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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