Robert W Sokolowski
Owner/Investment ManagerMetis Wealth Management & Planning LLCCRD 6882734
About Robert W Sokolowski
Robert W Sokolowski is listed as Owner/Investment Manager at Metis Wealth Management & Planning LLC in Bluffton, SC. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Metis Wealth Management & Planning LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Robert W Sokolowski work?
Robert W Sokolowski is listed as Owner/Investment Manager at Metis Wealth Management & Planning LLC on SEC Form ADV.
How much of Metis Wealth Management & Planning LLC does Robert W Sokolowski own?
Form ADV reports a beneficial ownership band of 50-75%.
Metis Wealth Management & Planning LLC
| Title | Owner/Investment Manager |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2022 |