MERITIS WEALTH MANAGEMENT, INC.
CRD #336539 SEC #801-132983 POTOMAC, MD 240-396-6600
SEC Registered
Total AUM
$199M
Discretionary
$199M
Employees
3
Clients
0
Accounts
329
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $199M | $199M | $0 | 3 | 0 |
| Jul 2025 | $0 | $0 | $0 | 3 | 0 |
| Jun 2025 | $0 | $0 | $0 | 3 | 0 |
| Jun 2025 | $0 | $0 | $0 | 3 | 0 |
| May 2025 | $0 | $0 | $0 | 3 | 0 |
DateOct 2025
Total AUM$199M
Discretionary$199M
Non-Disc.$0
Employees3
Clients0
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0