Metis Wealth Management & Planning LLC
● SEC registered since 2025CRD 305086SEC# 801-132805Bluffton, SC
Reg. AUM
$114.9M
Employees
2
Accounts
228
Location
Bluffton, SC
Metis Wealth Management & Planning LLC assets under management
Metis Wealth Management & Planning LLC operates as an SEC-registered investment adviser based in Bluffton, SC. The firm has been registered since 2025. It reports $114.9 million in regulatory assets under management and employs 2 people.
Metis Wealth Management & Planning LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer S Sokolowski Control | Chief Compliance Officer/Owner | 50-75% | 2022 |
| Robert W Sokolowski Control | Owner/Investment Manager | 50-75% | 2022 |
Frequently asked questions
How much does Metis Wealth Management & Planning LLC manage?
Metis Wealth Management & Planning LLC reports $114.9 million in regulatory assets under management on its Form ADV.
How many employees does Metis Wealth Management & Planning LLC have?
Metis Wealth Management & Planning LLC reports 2 employees.
Where is Metis Wealth Management & Planning LLC located?
Metis Wealth Management & Planning LLC is based in Bluffton, SC and has been SEC-registered since 2025.
Does Metis Wealth Management & Planning LLC disclose fund performance?
Metis Wealth Management & Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5 Red Cedar St, Suite 201, Bluffton, SC 29910 |
| Phone | 843-271-6088 |
| Office hours | 9:00a.m. To 4:30p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$114.9M▲ 7%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$114.9Mregulatory AUM
Discretionary $113.7MNon-discretionary $1.2M