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Metis Wealth Management & Planning LLC

● SEC registered since 2025CRD 305086SEC# 801-132805Bluffton, SC
Export (members)
Reg. AUM
$107.6M
Employees
2
Accounts
226
Location
Bluffton, SC

Metis Wealth Management & Planning LLC assets under management

Metis Wealth Management & Planning LLC operates as an SEC-registered investment adviser based in Bluffton, SC. The firm has been registered since 2025. It reports $107.6 million in regulatory assets under management and employs 2 people.
metiswealthllc.comView on SEC.gov ↗

Metis Wealth Management & Planning LLC owners & executives

2 reported
NameTitleOwnershipSince
Jennifer S Sokolowski ControlChief Compliance Officer/Owner50-75%2022
Robert W Sokolowski ControlOwner/Investment Manager50-75%2022

Frequently asked questions

How much does Metis Wealth Management & Planning LLC manage?

Metis Wealth Management & Planning LLC reports $107.6 million in regulatory assets under management on its Form ADV.

How many employees does Metis Wealth Management & Planning LLC have?

Metis Wealth Management & Planning LLC reports 2 employees.

Where is Metis Wealth Management & Planning LLC located?

Metis Wealth Management & Planning LLC is based in Bluffton, SC and has been SEC-registered since 2025.

Does Metis Wealth Management & Planning LLC disclose fund performance?

Metis Wealth Management & Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5 Red Cedar St, Suite 201, Bluffton, SC 29910
Phone843-271-6088
Office hours9:00a.m. To 4:30p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$107.6M
Non-discretionary$24K
Total (RAUM)$107.6M