Meritis Wealth Management, Inc.

Overview

Meritis Wealth Management, Inc. is an independent registered investment adviser that began SEC registration in 2025. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of external advisers. Meritis acts as a capital allocator, placing client capital with third-party managers as part of its advisory process. Its fee structure combines a percentage-of-AUM schedule with hourly charges. The firm does not identify as an active ESG investor. Its owner type is individual and it is organized as a corporation. Meritis is not described as a multi-state adviser, a pension consultant, or a related adviser in the provided data.

Assets & Accounts

Investments & Alternatives