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MERITIS WEALTH MANAGEMENT, INC.

POTOMAC, MD · CRD 336539 · IAPD ↗ · meritiswealth.com · 240-396-6600

$224.4MRegulatory AUM
3Advisory reps
3Employees
130Clients
11-25Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — MERITIS WEALTH MANAGEMENT, INC. reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
July 2025 — MERITIS WEALTH MANAGEMENT, INC. (POTOMAC, MD) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 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.