Meritis Wealth Management, Inc.

RIASEC RegisteredEst. 2025

Total AUM

$224M

Discretionary

$224M

100% of AUM

Avg account

$537K

Accounts

418

Employees

3

Advisory reps

3

Firm details

Headquarters: Potomac, Maryland
CRD number: 336539
Registered since: June 24, 2025
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI85.23%
Individuals13.74%
Pension & Profit Sharing Plans1.03%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Meritis Wealth Management, Inc. is an independent, individual-owned registered investment adviser that describes itself as a capital allocator to individuals and families. The firm became SEC-registered in 2025 and runs a fee model that combines a percentage of assets under management with hourly billing for some services. Core advisory activities include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers and managers. Meritis indicates it does not pursue an ESG-focused investment stance.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds83%
Exchange Traded Equities7%
Cash & Cash Equivalents6%
Non-Exchange Traded Equities3%
State & Local Bonds1%

Contacts

3 of 3

Heather Mcgolerick
Director of Client RelationsCRD 2341762
Laura Markoff
Senior Vice PresidentCRD 4884992
James Brown
Managing PrincipalCRD 4895673

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Potomac, MD

Montgomery

Location

Potomac, MD

Headquartered in Potomac, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Montgomery
Address: 12435 Park Potomac Ave
Time zone: ET (UTC-5)
Office locations

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