# 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.

- CRD: 336539
- Filed as: MERITIS WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Potomac, MD
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336539
- AdvisorCensus page: https://advisorcensus.com/firm/meritis-wealth-management-inc-potomac-md-336539

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated June 26, 2026)

- Account minimum: $750,000 (the brochure says it may be waived or negotiated)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James Financial Services, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $224,394,856
- Discretionary: $224,394,856
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $30,823,293 |
| High net worth individuals | 68 | $191,254,258 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,317,305 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, FL, LA, MD, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- meritiswealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 3 | July 21, 2025 |
| October 2026 | $224,394,856 | 3 | June 26, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meritis Wealth Management, Inc. (CRD 336539): Form ADV filing data as of October 2026.