Meritis Wealth Management, Inc.
● SEC registered since 2025CRD 336539SEC# 801-132983Potomac, MD
Reg. AUM
$224.4M
Employees
3
Accounts
418
Location
Potomac, MD
Meritis Wealth Management, Inc. assets under management
Meritis Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Potomac, MD. The firm has been registered since 2025. It reports $224.4 million in regulatory assets under management and employs 3 people.
Meritis Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jade Nicole Franke | Chief Compliance Officer | Under 5% | 2026 |
| James Christopher Brown Control | Managing Principal | Over 75% | 2025 |
Frequently asked questions
How much does Meritis Wealth Management, Inc. manage?
Meritis Wealth Management, Inc. reports $224.4 million in regulatory assets under management on its Form ADV.
How many employees does Meritis Wealth Management, Inc. have?
Meritis Wealth Management, Inc. reports 3 employees.
Where is Meritis Wealth Management, Inc. located?
Meritis Wealth Management, Inc. is based in Potomac, MD and has been SEC-registered since 2025.
Does Meritis Wealth Management, Inc. disclose fund performance?
Meritis Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12435 Park Potomac Ave, Suite 440, Potomac, MD 20854 |
| Phone | 240-396-6600 |
| Fax | 240-396-6533 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$224.4M▲ 13%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$224.4Mregulatory AUM
Discretionary $224.4M