Investment adviser · CRD 174406

METIS WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

LITTLETON, CO, United States · Form ADV filed Aug 25, 2016

Regulatory AUM
$5.43M
Form ADV · Item 5.F
Client accounts
48
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 25, 2016. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

13976 BOWLES AVENUE, SUITE 200
LITTLETON, CO, 80127, United States

CRD 174406

Filing source

Form ADV 1036973 · Aug 25, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.