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META WEALTH ADVISORY

TIMONIUM, MD · CRD 338023 · IAPD ↗ · (410) 683-9263

$172.1MRegulatory AUM
1Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

46
February 2026 — META WEALTH ADVISORY notice-filed in FL, PA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
February 2026 — META WEALTH ADVISORY reported RAUM up 32% ($130.5M -> $172.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
February 2026 — META WEALTH ADVISORY reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
December 2025 — META WEALTH ADVISORY (TIMONIUM, MD) is newly SEC-registered with $130.5M RAUM and 1 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.