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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 16, 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 |
|---|---|---|---|---|
| BROWN, JAMES, CHRISTOPHER | I | MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, JAMES, CHRISTOPHER | I | MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, JAMES, CHRISTOPHER | I | MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, JAMES, CHRISTOPHER | I | MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, JAMES, CHRISTOPHER | I | MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 16, 2025 REGISTERED
Notice Filings (6)
DC FL LA MD TX VA
Address
12435 PARK POTOMAC AVESUITE 440
POTOMAC, MD 20854
United States
Phone: 240-396-6600