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Meritis Wealth Management, Inc.

● SEC registered since 2025CRD 336539SEC# 801-132983Potomac, MD
Export (members)
Reg. AUM
—
Employees
3
Accounts
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Location
Potomac, MD

Meritis Wealth Management, Inc. assets under management

Meritis Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Potomac, MD. The firm has been registered since 2025. It employs 3 people.
www.meritiswealth.comView on SEC.gov ↗

Meritis Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
James Christopher Brown ControlManaging Principal And Chief Compliance OfficerOver 75%2025

Frequently asked questions

How many employees does Meritis Wealth Management, Inc. have?

Meritis Wealth Management, Inc. reports 3 employees.

Where is Meritis Wealth Management, Inc. located?

Meritis Wealth Management, Inc. is based in Potomac, MD and has been SEC-registered since 2025.

Does Meritis Wealth Management, Inc. disclose fund performance?

Meritis Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12435 Park Potomac Ave, Suite 440, Potomac, MD 20854
Phone240-396-6600
Fax240-396-6533
Office hours8:30 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo