Meritis Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Potomac, MD. Its latest Form ADV filing, dated February 10, 2026, reports $224M in regulatory assets under management, 3 employees, and 418 accounts.
Assets Under Management
$224M
Employees
3
Offices
--
Total Clients
130
Primary office
POTOMAC, MD
12435 PARK POTOMAC AVE, SUITE 440, POTOMAC, MD, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.3% of total clients.
Top client categories% of clientsClients
1
HNWI
52.3%
68
2
Individuals
47.7%
62
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$224Mas of February 10, 2026
Discretionary100.0%
$224M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$224M
Total Accounts418
10Y AUM Change+$224M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee43:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.