MERITIS WEALTH MANAGEMENT, INC.

Overview

Meritis Wealth Management, Inc. is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers, indicating a willingness to combine in‑house portfolio construction with external manager relationships. Fee arrangements include a percentage of assets under management and hourly charges, which supports both ongoing advisory relationships and one‑off planning engagements. The firm does not identify as an active ESG investor and is not registered as a multi‑state or pension consultant adviser. Its registration with the SEC is recent (registered in 2025), and ownership is held at the individual level. Investment activity appears focused on traditional public fund vehicles as core exposures, while also acting as an allocator to third‑party managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices