Investment adviser · CRD 305086
METIS WEALTH MANAGEMENT & PLANNING LLC
Investment adviser filing (IA)
BLUFFTON, SC, United States · Form ADV filed Jan 24, 2026
- Regulatory AUM
- $115M Form ADV · Item 5.F
- Client accounts
- 228 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 31 | $101,003,607 | 87.9% |
| Individuals | 430 | $11,467,378 | 10.0% |
| Corporations & businesses | Fewer than 5 | $2,371,961 | 2.1% |
| Charities | Fewer than 5 | $9,445 | 0.0% |
Filing source
Form ADV 2043110 · Jan 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Jan 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
5 RED CEDAR ST, SUITE 201BLUFFTON, SC, 29910, United States
CRD 305086
Filing source
Form ADV 2043110 · Jan 24, 2026 · 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.