META WEALTH ADVISORY
Firm details
- Headquarters
- TIMONIUM, Maryland
- CRD number
- 338023
- Registered since
- August 29, 2025
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI90.16%
- Individuals9.84%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Meta Wealth Advisory is an independent, individual-owned RIA organized as an LLC and registered with the SEC in 2025. The firm focuses on financial planning and portfolio management for individual and family clients, and it services smaller business owners as a subset of its portfolio management work. Its fee model combines a percentage-of-AUM schedule with the option for hourly billing. Meta Wealth Advisory does not describe itself as a capital allocator and is not positioned as an ESG-active or multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Cash & Cash Equivalents17%
- Exchange Traded Equities9%
- US Government Bonds6%
- State & Local Bonds1%
Contacts
2 of 2Jason Koval
Associate Wealth AdvisorCRD 7579323
ANDREW THOMPSON
DirectorCRD 4565928
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TIMONIUM, MD
BALTIMORE
Location
TIMONIUM, MD
Headquartered in TIMONIUM, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- BALTIMORE
- Address
- 1954 Greenspring Dr
- Time zone
- ET (UTC-5)
- Office locations
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