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Robert W Sokolowski

Owner/Investment ManagerMetis Wealth Management & Planning LLCCRD 6882734

About Robert W Sokolowski

Robert W Sokolowski is listed as Owner/Investment Manager 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 Robert W Sokolowski work?

Robert W Sokolowski is listed as Owner/Investment Manager at Metis Wealth Management & Planning LLC on SEC Form ADV.

How much of Metis Wealth Management & Planning LLC does Robert W Sokolowski own?

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

Metis Wealth Management & Planning LLC

TitleOwner/Investment Manager
Ownership50-75%
Control personYes
Since2022
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