PPrivate Fund Data Log in Join · $37/mo

Jennifer S Sokolowski

Chief Compliance Officer/OwnerMetis Wealth Management & Planning LLCCRD 6882692

About Jennifer S Sokolowski

Jennifer S Sokolowski is listed as Chief Compliance Officer/Owner at Metis Wealth Management & Planning LLC in Bluffton, SC. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Metis Wealth Management & Planning LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jennifer S Sokolowski work?

Jennifer S Sokolowski is listed as Chief Compliance Officer/Owner at Metis Wealth Management & Planning LLC on SEC Form ADV.

How much of Metis Wealth Management & Planning LLC does Jennifer S Sokolowski own?

Form ADV reports a beneficial ownership band of 50-75%.

Metis Wealth Management & Planning LLC

TitleChief Compliance Officer/Owner
Ownership50-75%
Control personYes
Since2022
View Metis Wealth Management & Planning LLC →