Meritis Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$224,394,856
Total clients
130
52% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
43
Average account size
$1,726,114
About
Meritis Wealth Management provides wealth management to individuals, high-net-worth clients, trusts, estates and businesses, offering discretionary investment management, comprehensive financial planning and stand-alone planning engagements. The firm reports $224.4 million in assets under management across roughly 130 clients and generally requires a minimum relationship size of $750,000.
The firm’s investment approach is primarily long-term and grounded in fundamental analysis; portfolios are typically constructed with low-cost, diversified mutual funds and ETFs and may include individual stocks and bonds when appropriate. Meritis Wealth may also implement portions of portfolios through unaffiliated independent managers while performing ongoing due diligence and retains discretionary authority to manage, rebalance and harvest gains or losses consistent with client objectives.
Noteworthy features include the firm’s recent transition from a broker‑dealer origin into an SEC‑registered advisory model and an institutional relationship with Raymond James that provides research, trading and technology support. Meritis Wealth has also added insurance consulting to its service mix and discloses that certain advisory personnel are licensed to sell insurance (which can generate commission compensation), and it caps the total blended client fee at 2.00% when independent managers are used.
Client services
Expertise
Fee options
$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+: Negotiable
Up to $500 per hour for stand-alone financial planning services, negotiable.
Account minimum: $750,000 Fee-only: Investment advisory fees based on assets under management; no commissions on securities transactions.
Main office location
Meritis Wealth Management, Inc.
12435 Park Potomac Ave, Suite 440
Potomac MD 20854, United States
Number of offices
1
Most active in
District of Columbia · Florida · Louisiana · Maryland · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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