AdvisorCensus / Financial advisors / District of Columbia / Washington / Meritis Wealth Management, Inc.
Meritis Wealth Management, Inc. is an SEC-registered investment advisory firm in Potomac, MD, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 26, 2026.
Quick answers
From the filingHow is Meritis Wealth Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Meritis Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.
How much does Meritis Wealth Management, Inc. charge?
Its Form ADV Part 2A brochure dated June 26, 2026 states: Hourly rate: $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Meritis Wealth Management, Inc. located?
Meritis Wealth Management, Inc.'s principal office is in Potomac, MD, according to its Form ADV.
Is Meritis Wealth Management, Inc. registered with the SEC or a state?
Meritis Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336539.
How much does Meritis Wealth Management, Inc. manage?
Meritis Wealth Management, Inc. reports $224,394,856 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (100% discretionary).
How have Meritis Wealth Management, Inc.'s assets and staff changed since 2025?
In the Form ADV data for Meritis Wealth Management, Inc.: Regulatory assets under management: $0 in the October 2025 data and $224,394,856 in the October 2026 data. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Meritis Wealth Management, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (68); individuals (other than high net worth individuals) (62).
Which custodians does Meritis Wealth Management, Inc. use?
Meritis Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Meritis Wealth Management, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336539
Does Meritis Wealth Management, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated June 26, 2026 says: "Meritis Wealth generally requires a minimum relationship size of $750,000 to effectively implement its investment process. However, Meritis Wealth retains the discretion to lower or waive said minimum."
What changed in Meritis Wealth Management, Inc.'s recent Form ADV filings?
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $750,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Meritis Wealth generally requires a minimum relationship size of $750,000 to effectively implement its investment process. However, Meritis Wealth retains the discretion to lower or waive said minimum.
Hourly rate: $500 an hour (financial planning services)
The brochure's wording
Hourly fee services are offered based on an hourly fee of $500 per hour. Fees for financial plans are billed 50% upon execution of the Agreement.
As stated in the firm's Form ADV Part 2A brochure dated June 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$224,394,856 as of October 2026, filing dated June 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $224,394,856 | 3 | June 26, 2026 |
| October 2025 | $0 | 3 | July 21, 2025 |
Regulatory assets under management: $0 in the October 2025 data and $224,394,856 in the October 2026 data.
Total employees: 3 in October 2025 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- July 2026
- Updated its list of owners and control persons (Schedule A).
- March 2026
- Regulatory assets under management went from $199,000,000 to $224,394,856 (+13%).
- December 2025
- Regulatory assets under management went from $0 to $199,000,000.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Meritis Wealth Management, Inc. (CRD 336539): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/meritis-wealth-management-inc-potomac-md-336539