METIS WEALTH MANAGEMENT & PLANNING LLC
CRD #305086 SEC #801-132805 BLUFFTON, SC 843-271-6088
SEC Registered
Total AUM
$107.6M
Discretionary
$107.6M
Employees
2
Clients
10
Accounts
226
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $107.6M | $107.6M | $23.6K | 2 | 7 |
DateApr 2025
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$23.6K
Employees2
Clients7