METIS WEALTH MANAGEMENT, LLC
CRD #174406 SEC #801-80831 LITTLETON, CO 720-962-6700
SEC Registered
Total AUM
$5.4M
Discretionary
$5.4M
Employees
7
Clients
--
Accounts
48
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 8, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WAMBOLT, GREGORY, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WAMBOLT, GREGORY, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WAMBOLT, GREGORY, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WAMBOLT, GREGORY, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WAMBOLT, GREGORY, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WAMBOLT, GREGORY, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Aug 8, 2016 REGISTERED
Notice Filings (2)
CO OK
Address
13976 BOWLES AVENUE, SUITE 200LITTLETON, CO 80127
United States
Phone: 720-962-6700