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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Sokolowski, Jennifer, S | I | CHIEF COMPLIANCE OFFICER/OWNER | D | Control |
| Sokolowski, Robert, W | I | OWNER/INVESTMENT MANAGER | D | Control |
Registrations
Federal
IA
Apr 17, 2025 REGISTERED
Notice Filings (4)
MA NY SC TX
Address
5 RED CEDAR STSUITE 201
BLUFFTON, SC 29910
United States
Phone: 843-271-6088