METIS WEALTH MANAGEMENT & PLANNING LLC

Overview

Metis Wealth Management & Planning LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides financial planning and portfolio management services focused on individuals, families and small-business owners, with an institutional client component. It charges clients on a percentage-of-AUM basis and also uses hourly fees for planning work. Investment activity centers on equity-oriented portfolios: the firm lists a stated preference for equities and shows a substantial allocation to exchange-traded equities. Management operates primarily on a discretionary basis, indicating the firm implements agreed investment strategies on behalf of clients rather than acting strictly in an advisory-only capacity. Metis is not identified as an active ESG investor, does not position itself as a multi-state adviser, and does not act as a capital allocator to third‑party alternative fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices