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METIS WEALTH MANAGEMENT & PLANNING LLC

BLUFFTON, SC · CRD 305086 · IAPD ↗ · metiswealthllc.com · 843-271-6088

$114.9MRegulatory AUM
2Advisory reps
2Employees
5Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2025 — METIS WEALTH MANAGEMENT & PLANNING LLC (BLUFFTON, SC) is newly SEC-registered with $107.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.