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Meritis Wealth Management
Meritis Wealth Management, Inc. is an SEC-registered investment adviser in Potomac, MD, registered since 2025. The firm manages approximately $224 million in...
Meritis Wealth Management
Meritis Wealth Management, Inc. is an SEC-registered investment adviser in Potomac, MD, registered since 2025. The firm manages approximately $224 million in assets. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What is Meritis Wealth Management?
Meritis Wealth Management is a ria tracked on Altss.
What does Altss track for Meritis Wealth Management?
Altss maintains an OSINT-verified profile of Meritis Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What type of firm is Meritis Wealth Management?
Meritis Wealth Management is classified by Altss as a RIA.
How does Altss source intelligence on Meritis Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Meritis Wealth Management's Altss profile last updated?
Meritis Wealth Management's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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